+36.3%
DIS vs JCI
+298.2%
-262.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.2% |
| 7D | +4.4% | -5.9% | +10.3% | +6.6% |
| 30D | +10.3% | -10.4% | +20.7% | +14.4% |
| 3M | +15.5% | -6.1% | +21.6% | +16.9% |
| 6M | +11.2% | +1.7% | +9.5% | +7.4% |
| YTD | +5.6% | +18.9% | -13.3% | -5.9% |
| 1Y | +7.7% | +16.1% | -8.4% | -3.0% |
| 3Y | +39.3% | +187.8% | -148.5% | -21.5% |
| 5Y | -29.5% | +103.2% | -132.7% | -53.9% |
| 10Y | +36.3% | +288.2% | -252.0% | -45.6% |
| All | +36.3% | +298.2% | -262.0% | -45.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling