+340.5%
JCI vs BEN
+56.6%
+283.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | +0.7% | -3.1% | +3.8% | +2.1% |
| 30D | -4.4% | +0.2% | -4.6% | -4.6% |
| 3M | +1.7% | +6.8% | -5.2% | -1.4% |
| 6M | +8.8% | +38.1% | -29.3% | -5.6% |
| YTD | +22.6% | +44.3% | -21.7% | +4.0% |
| 1Y | +36.2% | +42.6% | -6.4% | +15.7% |
| 3Y | +168.0% | +52.3% | +115.7% | +114.6% |
| 5Y | +113.5% | +37.6% | +75.8% | +73.4% |
| All | +340.5% | +56.6% | +283.8% | +222.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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