+307.6%
JCI vs MUB
+22.8%
+284.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.2% |
| 7D | +2.9% | +0.4% | +2.5% | +2.4% |
| 30D | -6.9% | +3.9% | -10.9% | -11.0% |
| 3M | -6.3% | -0.2% | -6.1% | -6.1% |
| 6M | +2.6% | -0.4% | +2.9% | +3.0% |
| YTD | +21.8% | +0.5% | +21.3% | +21.2% |
| 1Y | +19.6% | +0.7% | +19.0% | +18.8% |
| 3Y | +194.9% | +11.1% | +183.9% | +159.8% |
| 5Y | +108.1% | +3.7% | +104.4% | +99.1% |
| 10Y | +307.6% | +22.9% | +284.7% | +293.3% |
| All | +307.6% | +22.8% | +284.9% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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