+166.0%
JCI vs BLDR
-56.4%
+222.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.6% |
| 7D | +4.1% | -2.7% | +6.8% | +4.6% |
| 30D | -3.8% | -14.7% | +10.9% | -1.1% |
| 3M | -1.6% | -20.8% | +19.2% | +2.0% |
| 6M | +9.5% | -35.3% | +44.9% | +17.7% |
| YTD | +21.7% | -40.3% | +62.1% | +31.9% |
| 1Y | +37.1% | -56.3% | +93.4% | +58.3% |
| All | +166.0% | -56.4% | +222.4% | +175.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling