+616.7%
ADI vs JCI
+338.7%
+278.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.2% |
| 7D | +1.3% | +0.4% | +0.9% | +1.1% |
| 30D | -6.0% | -7.7% | +1.8% | -1.5% |
| 3M | -7.7% | +2.8% | -10.5% | -8.9% |
| 6M | +14.0% | +7.2% | +6.7% | +9.8% |
| YTD | +34.4% | +20.0% | +14.4% | +20.7% |
| 1Y | +48.0% | +33.3% | +14.7% | +24.6% |
| 3Y | +113.3% | +161.3% | -48.0% | +20.9% |
| 5Y | +131.1% | +108.8% | +22.3% | +45.5% |
| All | +616.7% | +338.7% | +278.0% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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