+8,589.7%
PWR vs JBL
+3,329.2%
+5,260.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.1% |
| 7D | +4.5% | +4.4% | +0.1% | +3.0% |
| 30D | -4.9% | -8.4% | +3.6% | -2.0% |
| 3M | -7.9% | -14.2% | +6.3% | -2.7% |
| 6M | +18.3% | +29.6% | -11.3% | +7.9% |
| YTD | +51.5% | +37.1% | +14.4% | +35.2% |
| 1Y | +70.3% | +49.5% | +20.8% | +47.0% |
| 3Y | +210.6% | +192.7% | +17.9% | +106.1% |
| 5Y | +456.7% | +411.3% | +45.3% | +201.2% |
| 10Y | +2,396.1% | +1,447.6% | +948.5% | +801.2% |
| All | +8,589.7% | +3,329.2% | +5,260.5% | +2,020.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling