+194.3%
JCI vs BUD
+48.5%
+145.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.4% | +4.7% |
| 7D | -3.4% | +1.3% | -4.7% | -3.5% |
| 30D | -10.1% | +10.0% | -20.2% | -11.2% |
| 3M | -6.8% | +1.6% | -8.4% | -6.9% |
| 6M | +2.0% | +6.5% | -4.5% | +0.9% |
| YTD | +19.2% | +34.8% | -15.7% | +13.3% |
| 1Y | +16.7% | +36.5% | -19.7% | +10.8% |
| 3Y | +194.3% | +49.0% | +145.4% | +165.7% |
| All | +194.3% | +48.5% | +145.8% | +165.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling