+293.5%
JCI vs BUD
-2.1%
+295.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.6% |
| 7D | +3.2% | +1.0% | +2.2% | +2.8% |
| 30D | -8.6% | +6.7% | -15.3% | -10.9% |
| 3M | -7.7% | +5.7% | -13.5% | -10.0% |
| 6M | -2.6% | +5.8% | -8.4% | -5.4% |
| YTD | +17.4% | +34.4% | -17.0% | +4.9% |
| 1Y | +16.9% | +33.3% | -16.4% | +4.7% |
| 3Y | +186.7% | +48.8% | +137.9% | +142.1% |
| 5Y | +95.4% | +52.5% | +42.8% | +60.7% |
| All | +293.5% | -2.1% | +295.6% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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