+288.2%
JCI vs ACWI
+220.7%
+67.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -5.9% | -0.2% | -5.7% | -5.7% |
| 30D | -10.4% | -3.3% | -7.1% | -6.9% |
| 3M | -6.1% | -3.4% | -2.7% | -2.3% |
| 6M | +1.7% | +0.8% | +0.9% | +1.3% |
| YTD | +18.9% | +10.7% | +8.2% | +7.2% |
| 1Y | +16.1% | +11.6% | +4.5% | +3.8% |
| 3Y | +187.8% | +73.4% | +114.4% | +64.6% |
| 5Y | +103.2% | +60.2% | +43.0% | +26.1% |
| 10Y | +288.2% | +221.6% | +66.6% | +18.9% |
| All | +288.2% | +220.7% | +67.5% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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