+6,351.7%
AMD vs JCI
+304.0%
+6,047.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +9.2% |
| 7D | -11.0% | -9.4% | -1.7% | -4.2% |
| 30D | -30.5% | -13.4% | -17.1% | -22.4% |
| 3M | -8.2% | -12.4% | +4.2% | +1.7% |
| 6M | +6.6% | -5.1% | +11.7% | +13.2% |
| YTD | +109.7% | +13.7% | +95.9% | +97.1% |
| 1Y | +88.9% | +11.4% | +77.5% | +80.4% |
| 3Y | +301.8% | +175.9% | +125.9% | +117.1% |
| 5Y | +229.4% | +98.4% | +131.0% | +112.5% |
| All | +6,351.7% | +304.0% | +6,047.7% | +2,550.3% |
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