+160.7%
JCI vs ACWI
+76.1%
+84.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.8% | +0.5% | +3.3% | +3.2% |
| 30D | -5.7% | +0.9% | -6.5% | -6.7% |
| 3M | -1.4% | +2.4% | -3.8% | -4.1% |
| 6M | +4.1% | +12.4% | -8.2% | -9.4% |
| YTD | +21.7% | +15.2% | +6.6% | +2.7% |
| 1Y | +36.1% | +22.7% | +13.4% | +6.2% |
| All | +160.7% | +76.1% | +84.6% | +31.4% |
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