+75.9%
UBER vs JBL
+1,004.9%
-929.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.0% | -3.8% |
| 7D | -2.8% | +4.4% | -7.2% | -4.9% |
| 30D | -2.5% | -8.4% | +5.9% | +0.9% |
| 3M | +4.4% | -14.2% | +18.5% | +9.4% |
| 6M | -2.7% | +29.6% | -32.3% | -20.1% |
| YTD | -10.5% | +37.1% | -47.6% | -29.6% |
| 1Y | -22.5% | +49.5% | -72.0% | -42.9% |
| 3Y | +54.8% | +192.7% | -137.9% | -32.1% |
| 5Y | +82.5% | +411.3% | -328.8% | -47.2% |
| All | +75.9% | +1,004.9% | -929.0% | -73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling