+45.9%
TEM vs JBL
+153.6%
-107.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.4% | -2.4% |
| 7D | -9.2% | -1.0% | -8.1% | -8.5% |
| 30D | +5.5% | -15.1% | +20.5% | +16.2% |
| 3M | +18.7% | -14.0% | +32.8% | +27.3% |
| 6M | +15.4% | +20.6% | -5.2% | -7.5% |
| YTD | -0.5% | +32.9% | -33.4% | -28.4% |
| 1Y | -24.8% | +40.5% | -65.4% | -49.9% |
| All | +45.9% | +153.6% | -107.7% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling