-22.1%
BA vs JCI
+95.9%
-118.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -0.7% |
| 7D | +1.1% | -9.4% | +10.5% | +5.3% |
| 30D | -7.9% | -13.4% | +5.5% | -2.6% |
| 3M | -25.3% | -12.4% | -12.9% | -21.7% |
| 6M | -24.6% | -5.1% | -19.4% | -24.7% |
| YTD | -20.1% | +13.7% | -33.9% | -28.1% |
| 1Y | -11.8% | +11.4% | -23.2% | -19.7% |
| 3Y | -10.1% | +175.9% | -186.0% | -53.1% |
| All | -22.1% | +95.9% | -118.1% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling