+668.0%
BE vs JCI
+368.6%
+299.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.7% | -2.4% |
| 7D | +10.8% | +3.2% | +7.6% | +7.8% |
| 30D | -19.8% | -8.6% | -11.2% | -9.6% |
| 3M | -18.7% | -7.7% | -11.0% | -8.2% |
| 6M | -33.7% | -2.6% | -31.2% | -27.2% |
| YTD | +121.0% | +17.4% | +103.6% | +101.6% |
| 1Y | +85.4% | +16.9% | +68.5% | +71.3% |
| 3Y | +1,709.5% | +186.7% | +1,522.8% | +615.9% |
| 5Y | +462.2% | +95.4% | +366.8% | +217.6% |
| All | +668.0% | +368.6% | +299.3% | +42.4% |
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