+37,071.2%
ADI vs JCI
+2,331.5%
+34,739.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.0% |
| 7D | +0.4% | +3.8% | -3.4% | -0.9% |
| 30D | -3.8% | -5.7% | +1.9% | -1.9% |
| 3M | -15.3% | -1.4% | -13.9% | -14.6% |
| 6M | +6.7% | +4.1% | +2.6% | +5.6% |
| YTD | +34.8% | +21.7% | +13.0% | +26.1% |
| 1Y | +49.0% | +36.1% | +12.9% | +34.1% |
| 3Y | +108.1% | +154.4% | -46.4% | +51.5% |
| 5Y | +142.4% | +112.0% | +30.4% | +86.5% |
| 10Y | +589.9% | +322.2% | +267.7% | +319.3% |
| All | +37,071.2% | +2,331.5% | +34,739.6% | +9,267.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling