+980.0%
SMCI vs JBL
+409.3%
+570.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.0% | +2.2% | +3.2% |
| 7D | +1.3% | +2.4% | -1.1% | -0.5% |
| 30D | +6.6% | -13.1% | +19.7% | +19.1% |
| 3M | +25.4% | -15.6% | +41.0% | +43.0% |
| 6M | +26.1% | +24.6% | +1.6% | +10.2% |
| YTD | +37.0% | +39.6% | -2.6% | +8.9% |
| 1Y | -8.8% | +48.6% | -57.4% | -32.1% |
| 3Y | +44.6% | +197.3% | -152.7% | -39.0% |
| All | +980.0% | +409.3% | +570.6% | +187.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling