+1,735.1%
PLTR vs JBL
+849.3%
+885.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -5.4% |
| 7D | -6.4% | +3.0% | -9.4% | -8.1% |
| 30D | +10.0% | -8.3% | +18.3% | +14.8% |
| 3M | +23.0% | -16.9% | +39.9% | +34.3% |
| 6M | +13.8% | +21.8% | -8.0% | -6.8% |
| YTD | -1.9% | +36.3% | -38.2% | -26.8% |
| 1Y | +11.6% | +49.5% | -37.9% | -22.6% |
| 3Y | +1,048.4% | +170.6% | +877.8% | +389.0% |
| 5Y | +554.4% | +408.4% | +146.0% | +71.1% |
| All | +1,735.1% | +849.3% | +885.8% | +294.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling