+52.0%
SNOW vs JBL
+52.3%
-0.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.5% | -6.9% | -5.4% |
| 7D | +2.8% | +3.0% | -0.2% | +2.7% |
| 30D | +6.4% | -8.3% | +14.7% | +6.4% |
| 3M | +38.1% | -16.9% | +55.0% | +37.2% |
| 6M | +100.4% | +21.8% | +78.6% | +85.8% |
| YTD | +53.7% | +36.3% | +17.4% | +39.2% |
| 1Y | +52.0% | +49.5% | +2.4% | +32.6% |
| All | +52.0% | +52.3% | -0.4% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling