+293.5%
JCI vs IBB
+126.8%
+166.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.0% |
| 7D | +3.2% | -0.5% | +3.7% | +3.5% |
| 30D | -8.6% | +4.6% | -13.2% | -10.6% |
| 3M | -7.7% | +6.8% | -14.6% | -11.3% |
| 6M | -2.6% | +23.1% | -25.7% | -13.4% |
| YTD | +17.4% | +26.0% | -8.7% | +2.6% |
| 1Y | +16.9% | +30.4% | -13.5% | +0.2% |
| 3Y | +186.7% | +85.4% | +101.3% | +102.3% |
| 5Y | +95.4% | +39.7% | +55.6% | +57.0% |
| All | +293.5% | +126.8% | +166.8% | +138.4% |
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