+325.3%
JCI vs IBB
+122.6%
+202.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +2.1% |
| 7D | +5.1% | -1.7% | +6.8% | +5.9% |
| 30D | -3.8% | +4.9% | -8.7% | -6.5% |
| 3M | +1.9% | +24.2% | -22.3% | -9.4% |
| 6M | +11.2% | +23.8% | -12.6% | -1.3% |
| YTD | +22.9% | +23.0% | 0.0% | +9.3% |
| 1Y | +37.4% | +46.2% | -8.8% | +11.4% |
| 3Y | +167.8% | +64.8% | +103.0% | +102.7% |
| 5Y | +115.0% | +20.9% | +94.1% | +85.8% |
| 10Y | +325.3% | +121.6% | +203.7% | +175.4% |
| All | +325.3% | +122.6% | +202.7% | +175.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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