+911.5%
BE vs JCI
+386.1%
+525.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.9% | +5.4% | +5.3% |
| 7D | +20.0% | +3.8% | +16.1% | +15.6% |
| 30D | +7.9% | -5.7% | +13.6% | +14.9% |
| 3M | -13.2% | -1.4% | -11.8% | -9.0% |
| 6M | +53.5% | +4.1% | +49.3% | +54.2% |
| YTD | +191.0% | +21.7% | +169.3% | +147.0% |
| 1Y | +360.5% | +36.1% | +324.4% | +258.0% |
| 3Y | +1,568.0% | +154.4% | +1,413.6% | +614.1% |
| 5Y | +1,055.2% | +112.0% | +943.2% | +478.9% |
| All | +911.5% | +386.1% | +525.3% | +74.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling