+142.3%
JCI vs IBB
+560.8%
-418.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.4% |
| 7D | +3.8% | +1.4% | +2.4% | +3.1% |
| 30D | -5.7% | +10.5% | -16.2% | -10.8% |
| 3M | -1.4% | +23.6% | -25.0% | -12.3% |
| 6M | +4.1% | +22.6% | -18.5% | -7.2% |
| YTD | +21.7% | +25.7% | -3.9% | +6.8% |
| 1Y | +36.1% | +51.4% | -15.2% | +8.1% |
| 3Y | +154.4% | +64.4% | +90.1% | +92.2% |
| 5Y | +112.0% | +22.1% | +89.9% | +84.8% |
| 10Y | +322.2% | +132.5% | +189.8% | +151.1% |
| All | +142.3% | +560.8% | -418.5% | -39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling