+197.6%
JCI vs ACWI
+76.1%
+121.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +1.1% |
| 7D | +2.9% | -0.7% | +3.6% | +3.9% |
| 30D | -6.9% | -2.0% | -5.0% | -4.4% |
| 3M | -6.3% | -2.2% | -4.1% | -3.5% |
| 6M | +2.6% | +1.9% | +0.7% | +0.7% |
| YTD | +21.8% | +12.0% | +9.8% | +6.6% |
| 1Y | +19.6% | +12.5% | +7.1% | +4.1% |
| All | +197.6% | +76.1% | +121.6% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling