+37.2%
DIS vs JCI
+186.2%
-149.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.0% |
| 7D | +1.9% | +3.2% | -1.3% | +1.3% |
| 30D | +9.2% | -8.6% | +17.8% | +10.5% |
| 3M | +13.5% | -7.7% | +21.3% | +14.5% |
| 6M | +14.3% | -2.6% | +16.9% | +13.2% |
| YTD | +5.4% | +17.4% | -12.0% | -1.8% |
| 1Y | +12.2% | +16.9% | -4.8% | +4.6% |
| 3Y | +37.2% | +186.7% | -149.6% | +5.5% |
| All | +37.2% | +186.2% | -149.0% | +5.5% |
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 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