+341.0%
JCI vs BUD
-24.2%
+365.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.3% |
| 7D | +4.1% | -1.3% | +5.4% | +4.5% |
| 30D | -3.8% | -6.1% | +2.3% | -2.0% |
| 3M | -1.6% | -3.8% | +2.1% | -0.8% |
| 6M | +9.5% | +8.2% | +1.4% | +5.9% |
| YTD | +21.7% | +23.6% | -1.8% | +12.5% |
| 1Y | +37.1% | +33.4% | +3.7% | +23.3% |
| 3Y | +165.2% | +45.3% | +119.9% | +126.2% |
| 5Y | +110.3% | +44.3% | +66.0% | +76.8% |
| 10Y | +341.0% | -22.8% | +363.8% | +293.2% |
| All | +341.0% | -24.2% | +365.2% | +293.2% |
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