+1,874.3%
BE vs JCI
+197.0%
+1,677.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +2.5% | +10.5% | +9.7% |
| 7D | +4.5% | +2.9% | +1.6% | +2.2% |
| 30D | -20.1% | -6.9% | -13.2% | -10.3% |
| 3M | -0.8% | -6.3% | +5.5% | +11.2% |
| 6M | -26.2% | +2.6% | -28.8% | -23.4% |
| YTD | +141.1% | +21.8% | +119.3% | +107.0% |
| 1Y | +64.8% | +19.6% | +45.2% | +46.3% |
| All | +1,874.3% | +197.0% | +1,677.2% | +563.6% |
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