+293.5%
JCI vs BLDR
+479.0%
-185.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.5% |
| 7D | +3.2% | -3.0% | +6.2% | +3.9% |
| 30D | -8.6% | +20.1% | -28.7% | -13.9% |
| 3M | -7.7% | -17.5% | +9.8% | -4.4% |
| 6M | -2.6% | -16.1% | +13.5% | -0.6% |
| YTD | +17.4% | -41.0% | +58.4% | +30.0% |
| 1Y | +16.9% | -41.6% | +58.5% | +29.3% |
| 3Y | +186.7% | -50.8% | +237.6% | +214.9% |
| 5Y | +95.4% | -10.8% | +106.1% | +71.0% |
| All | +293.5% | +479.0% | -185.5% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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