+175.9%
JCI vs GEN
+79.4%
+96.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.4% | +2.9% |
| 7D | -9.4% | +2.3% | -11.7% | -9.6% |
| 30D | -13.4% | +33.1% | -46.5% | -16.0% |
| 3M | -12.4% | +6.5% | -18.9% | -13.2% |
| 6M | -5.1% | +53.8% | -58.9% | -13.4% |
| YTD | +13.7% | +11.2% | +2.5% | +13.0% |
| 1Y | +11.4% | +19.4% | -8.0% | +7.9% |
| 3Y | +175.9% | +81.0% | +94.8% | +154.0% |
| All | +175.9% | +79.4% | +96.5% | +154.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling