+360.5%
BE vs JCI
+37.7%
+322.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.4% | +4.2% |
| 7D | +20.0% | +3.8% | +16.1% | +13.2% |
| 30D | +7.9% | -5.7% | +13.6% | +18.6% |
| 3M | -13.2% | -1.4% | -11.8% | -8.6% |
| 6M | +53.5% | +4.1% | +49.3% | +51.3% |
| YTD | +191.0% | +21.7% | +169.3% | +127.4% |
| 1Y | +360.5% | +36.1% | +324.4% | +193.6% |
| All | +360.5% | +37.7% | +322.8% | +193.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling