-16.2%
BA vs JCI
+186.2%
-202.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.2% | +0.7% |
| 7D | -1.1% | +3.2% | -4.3% | -2.2% |
| 30D | -7.1% | -8.6% | +1.5% | -5.0% |
| 3M | -25.5% | -7.7% | -17.8% | -24.2% |
| 6M | -28.7% | -2.6% | -26.2% | -29.4% |
| YTD | -21.0% | +17.4% | -38.4% | -28.1% |
| 1Y | -11.9% | +16.9% | -28.8% | -19.7% |
| 3Y | -16.2% | +186.7% | -202.9% | -43.3% |
| All | -16.2% | +186.2% | -202.3% | -43.3% |
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