+8,164.6%
AMD vs JCI
+299.8%
+7,864.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.5% | +4.8% | +5.6% |
| 7D | +13.1% | +2.9% | +10.2% | +12.1% |
| 30D | -7.0% | -6.9% | 0.0% | -0.8% |
| 3M | +16.6% | -6.3% | +22.9% | +23.8% |
| 6M | +20.5% | +2.6% | +17.9% | +21.7% |
| YTD | +158.2% | +21.8% | +136.4% | +131.6% |
| 1Y | +132.8% | +19.6% | +113.2% | +111.8% |
| 3Y | +366.2% | +194.9% | +171.3% | +138.0% |
| 5Y | +278.7% | +108.1% | +170.5% | +134.1% |
| 10Y | +8,164.6% | +307.6% | +7,856.9% | +2,841.0% |
| All | +8,164.6% | +299.8% | +7,864.8% | +2,841.0% |
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