+341.0%
JCI vs BIL
+25.2%
+315.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | -3.8% | +0.3% | -4.1% | -4.2% |
| 3M | -1.6% | +0.9% | -2.5% | -2.8% |
| 6M | +9.5% | +1.8% | +7.7% | +6.3% |
| YTD | +21.7% | +2.5% | +19.3% | +16.5% |
| 1Y | +37.1% | +3.7% | +33.5% | +28.2% |
| 3Y | +165.2% | +14.1% | +151.1% | +95.7% |
| 5Y | +110.3% | +19.4% | +90.9% | +26.9% |
| 10Y | +341.0% | +25.2% | +315.8% | +104.1% |
| All | +341.0% | +25.2% | +315.8% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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