+52.4%
GEV vs JCI
+27.0%
+25.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.3% | -3.0% | -3.4% |
| 7D | -5.1% | -10.7% | +5.5% | +5.5% |
| 30D | -15.8% | -10.4% | -5.4% | -6.5% |
| 3M | -18.2% | -8.3% | -9.9% | -11.0% |
| 6M | -22.4% | -2.1% | -20.2% | -19.7% |
| YTD | +27.7% | +18.4% | +9.4% | +16.8% |
| 1Y | +52.4% | +27.7% | +24.7% | +34.9% |
| All | +52.4% | +27.0% | +25.3% | +34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling