+114.4%
JCI vs BBIO
+42.7%
+71.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +0.7% | -3.2% | +3.9% | +0.9% |
| 30D | -4.4% | -13.6% | +9.2% | -3.6% |
| 3M | +1.7% | +7.2% | -5.6% | +1.0% |
| 6M | +8.8% | +1.5% | +7.3% | +8.4% |
| YTD | +22.6% | -5.3% | +27.9% | +22.5% |
| 1Y | +36.2% | +37.7% | -1.5% | +32.5% |
| 3Y | +168.0% | +153.9% | +14.1% | +147.8% |
| All | +114.4% | +42.7% | +71.7% | +79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling