+7,765.4%
AMD vs JCI
+291.9%
+7,473.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.3% | -6.5% | -7.1% |
| 7D | +18.9% | +3.2% | +15.7% | +16.8% |
| 30D | -6.4% | -8.6% | +2.2% | +1.1% |
| 3M | +10.6% | -7.7% | +18.3% | +18.9% |
| 6M | +19.9% | -2.6% | +22.4% | +25.5% |
| YTD | +149.4% | +17.4% | +132.0% | +129.9% |
| 1Y | +115.4% | +16.9% | +98.5% | +99.3% |
| 3Y | +357.3% | +186.7% | +170.5% | +138.5% |
| 5Y | +261.1% | +95.4% | +165.8% | +132.5% |
| All | +7,765.4% | +291.9% | +7,473.5% | +2,782.4% |
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