+49.5%
EQT vs JCI
+338.7%
-289.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | +1.1% | -7.7% | +8.8% | +4.7% |
| 3M | +4.8% | +2.8% | +2.0% | +2.6% |
| 6M | -10.6% | +7.2% | -17.8% | -15.1% |
| YTD | +3.4% | +20.0% | -16.5% | -7.8% |
| 1Y | +8.7% | +33.3% | -24.6% | -8.6% |
| 3Y | +35.0% | +161.3% | -126.4% | -22.3% |
| 5Y | +204.2% | +108.8% | +95.5% | +92.0% |
| All | +49.5% | +338.7% | -289.2% | -43.4% |
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 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