+72.4%
UBER vs JBL
+1,025.3%
-952.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.3% | -3.7% |
| 7D | -5.4% | +2.4% | -7.8% | -6.7% |
| 30D | -4.9% | -13.1% | +8.2% | +1.1% |
| 3M | +3.0% | -15.6% | +18.6% | +9.0% |
| 6M | -4.4% | +24.6% | -29.0% | -19.8% |
| YTD | -12.3% | +39.6% | -51.9% | -31.8% |
| 1Y | -24.3% | +48.6% | -72.9% | -44.0% |
| 3Y | +46.4% | +197.3% | -150.8% | -36.4% |
| 5Y | +79.7% | +413.0% | -333.3% | -48.1% |
| All | +72.4% | +1,025.3% | -952.9% | -74.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling