+334.4%
AMD vs JCI
+191.7%
+142.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +4.5% | +10.2% | +10.7% |
| 7D | +6.5% | -5.9% | +12.3% | +12.9% |
| 30D | -15.3% | -10.4% | -4.9% | -5.7% |
| 3M | +9.7% | -6.1% | +15.8% | +17.5% |
| 6M | +13.2% | +1.7% | +11.5% | +15.2% |
| YTD | +140.6% | +18.9% | +121.7% | +116.7% |
| 1Y | +111.2% | +16.1% | +95.0% | +94.0% |
| 3Y | +334.4% | +187.8% | +146.6% | +126.2% |
| All | +334.4% | +191.7% | +142.8% | +126.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling