+1,668.3%
PLTR vs JBL
+677.1%
+991.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -0.8% |
| 7D | +4.7% | +6.3% | -1.6% | +1.0% |
| 30D | -16.4% | -13.5% | -2.9% | -8.8% |
| 3M | -6.2% | -31.3% | +25.2% | +15.7% |
| 6M | +29.2% | -28.4% | +57.6% | +50.9% |
| YTD | -5.5% | +11.6% | -17.1% | -21.4% |
| 1Y | -2.4% | +26.1% | -28.5% | -25.9% |
| 3Y | +752.3% | +97.4% | +655.0% | +344.8% |
| 5Y | +635.8% | +301.0% | +334.8% | +117.9% |
| All | +1,668.3% | +677.1% | +991.2% | +323.2% |
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