+197.6%
JCI vs GEHC
+19.4%
+178.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.7% | +2.7% |
| 7D | +2.9% | -3.7% | +6.6% | +3.7% |
| 30D | -6.9% | +22.0% | -29.0% | -10.9% |
| 3M | -6.3% | +13.6% | -19.9% | -9.0% |
| 6M | +2.6% | +34.0% | -31.5% | -5.0% |
| YTD | +21.8% | +0.9% | +20.9% | +21.5% |
| 1Y | +19.6% | +12.7% | +6.9% | +15.1% |
| All | +197.6% | +19.4% | +178.3% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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