+293.5%
JCI vs GEN
+152.9%
+140.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.6% |
| 7D | +3.2% | +2.0% | +1.1% | +2.8% |
| 30D | -8.6% | +27.7% | -36.3% | -12.6% |
| 3M | -7.7% | +3.3% | -11.0% | -9.0% |
| 6M | -2.6% | +31.8% | -34.4% | -8.8% |
| YTD | +17.4% | +13.5% | +3.9% | +12.6% |
| 1Y | +16.9% | +16.0% | +0.9% | +11.5% |
| 3Y | +186.7% | +70.6% | +116.2% | +151.8% |
| 5Y | +95.4% | +32.1% | +63.2% | +76.7% |
| All | +293.5% | +152.9% | +140.6% | +203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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