+2,331.5%
JCI vs BTI
+6,031.1%
-3,699.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.1% |
| 7D | +5.1% | -1.4% | +6.5% | +5.4% |
| 30D | -3.8% | -7.0% | +3.2% | -2.4% |
| 3M | +1.9% | -6.3% | +8.2% | +2.9% |
| 6M | +11.2% | -2.0% | +13.2% | +10.9% |
| YTD | +22.9% | +0.2% | +22.8% | +22.1% |
| 1Y | +37.4% | +3.8% | +33.6% | +35.3% |
| 3Y | +167.8% | +112.1% | +55.8% | +124.9% |
| 5Y | +115.0% | +113.6% | +1.4% | +79.7% |
| 10Y | +325.3% | +69.6% | +255.7% | +263.3% |
| All | +2,331.5% | +6,031.1% | -3,699.6% | +1,185.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BTI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling