+315.1%
JCI vs BBIO
+136.7%
+178.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +0.7% | -3.2% | +3.9% | +1.0% |
| 30D | -4.4% | -13.6% | +9.2% | -3.3% |
| 3M | +1.7% | +7.2% | -5.6% | +0.9% |
| 6M | +8.8% | +1.5% | +7.3% | +8.3% |
| YTD | +22.6% | -5.3% | +27.9% | +22.4% |
| 1Y | +36.2% | +37.7% | -1.5% | +31.6% |
| 3Y | +168.0% | +153.9% | +14.1% | +142.2% |
| 5Y | +113.5% | +43.9% | +69.6% | +79.1% |
| All | +315.1% | +136.7% | +178.4% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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