+301.8%
AMD vs JCI
+174.6%
+127.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.3% | +8.7% |
| 7D | -11.0% | -9.4% | -1.7% | -2.6% |
| 30D | -30.5% | -13.4% | -17.1% | -20.5% |
| 3M | -8.2% | -12.4% | +4.2% | +4.0% |
| 6M | +6.6% | -5.1% | +11.7% | +14.6% |
| YTD | +109.7% | +13.7% | +95.9% | +95.6% |
| 1Y | +88.9% | +11.4% | +77.5% | +79.4% |
| 3Y | +301.8% | +175.9% | +125.9% | +116.7% |
| All | +301.8% | +174.6% | +127.2% | +116.7% |
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