+166.8%
JCI vs IBB
+68.6%
+98.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.3% |
| 7D | +3.8% | +1.4% | +2.4% | +3.1% |
| 30D | -5.7% | +10.5% | -16.2% | -10.7% |
| 3M | -1.4% | +23.6% | -25.0% | -12.5% |
| 6M | +4.1% | +22.6% | -18.5% | -7.4% |
| YTD | +21.7% | +25.7% | -3.9% | +6.4% |
| 1Y | +36.1% | +51.4% | -15.2% | +6.0% |
| All | +166.8% | +68.6% | +98.2% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling