+46.3%
JCI vs GLXY
-38.3%
+84.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.2% | -1.4% | +4.1% |
| 7D | -3.4% | -0.5% | -2.9% | -3.4% |
| 30D | -10.1% | -28.6% | +18.5% | -7.6% |
| 3M | -6.8% | -28.1% | +21.3% | -4.5% |
| 6M | +2.0% | -52.0% | +54.0% | +7.2% |
| YTD | +19.2% | -35.1% | +54.3% | +20.0% |
| 1Y | +16.7% | -54.0% | +70.8% | +21.0% |
| All | +46.3% | -38.3% | +84.5% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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