+239.7%
PAAS vs JBL
+1,455.1%
-1,215.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | +2.6% | +4.0% | -1.4% | +1.5% |
| 30D | +2.5% | -7.5% | +10.0% | +4.3% |
| 3M | +15.1% | -14.1% | +29.1% | +19.0% |
| 6M | -12.1% | +25.9% | -37.9% | -18.0% |
| YTD | +3.1% | +36.7% | -33.6% | -6.4% |
| 1Y | +50.8% | +49.0% | +1.8% | +33.6% |
| 3Y | +259.5% | +191.8% | +67.7% | +154.3% |
| 5Y | +126.3% | +409.8% | -283.5% | +34.3% |
| 10Y | +239.7% | +1,509.2% | -1,269.5% | +54.1% |
| All | +239.7% | +1,455.1% | -1,215.4% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JBL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling