+2.0%
FISV vs JCI
+348.5%
-346.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.6% |
| 7D | -2.7% | +0.7% | -3.4% | -2.9% |
| 30D | 0.0% | -4.4% | +4.5% | +1.6% |
| 3M | -2.8% | +1.7% | -4.5% | -4.1% |
| 6M | -11.8% | +8.8% | -20.6% | -16.1% |
| YTD | -23.2% | +22.6% | -45.9% | -30.8% |
| 1Y | -62.0% | +36.2% | -98.2% | -67.5% |
| 3Y | -57.6% | +168.0% | -225.6% | -73.9% |
| 5Y | -53.4% | +113.5% | -166.9% | -69.0% |
| All | +2.0% | +348.5% | -346.6% | -56.1% |
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