-4.6%
BA vs JCI
+155.6%
-160.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.1% |
| 7D | +1.2% | +3.8% | -2.7% | -0.3% |
| 30D | -11.6% | -5.7% | -6.0% | -9.7% |
| 3M | -2.4% | -1.4% | -1.0% | -2.3% |
| 6M | -6.6% | +4.1% | -10.8% | -9.1% |
| YTD | -2.2% | +21.7% | -24.0% | -11.3% |
| 1Y | -8.0% | +36.1% | -44.2% | -21.1% |
| All | -4.6% | +155.6% | -160.2% | -37.6% |
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