+195.3%
B vs JCI
+189.7%
+5.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.8% | -0.6% | +2.9% |
| 7D | +11.3% | -3.4% | +14.7% | +12.0% |
| 30D | +2.9% | -10.1% | +13.1% | +5.8% |
| 3M | -2.9% | -6.8% | +3.9% | -1.4% |
| 6M | -1.2% | +2.0% | -3.2% | -2.6% |
| YTD | -1.3% | +19.2% | -20.5% | -6.8% |
| 1Y | +30.4% | +16.7% | +13.7% | +23.9% |
| 3Y | +195.3% | +194.3% | +1.0% | +105.0% |
| All | +195.3% | +189.7% | +5.6% | +105.0% |
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 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