+1,784.6%
BE vs JCI
+169.7%
+1,614.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +8.4% |
| 7D | +29.8% | +5.1% | +24.7% | +22.3% |
| 30D | +26.4% | -3.8% | +30.2% | +32.9% |
| 3M | +9.3% | +1.9% | +7.4% | +10.4% |
| 6M | +105.1% | +11.2% | +93.9% | +89.5% |
| YTD | +219.0% | +22.9% | +196.1% | +161.6% |
| 1Y | +418.8% | +37.4% | +381.4% | +286.1% |
| 3Y | +1,784.6% | +167.8% | +1,616.7% | +577.2% |
| All | +1,784.6% | +169.7% | +1,614.9% | +577.2% |
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 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