+325.3%
JCI vs PAAS
+197.3%
+128.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.1% |
| 7D | +5.1% | +2.0% | +3.1% | +4.9% |
| 30D | -3.8% | -0.1% | -3.8% | -4.0% |
| 3M | +1.9% | +8.2% | -6.4% | +0.6% |
| 6M | +11.2% | -13.8% | +25.0% | +12.1% |
| YTD | +22.9% | -0.6% | +23.6% | +21.5% |
| 1Y | +37.4% | +44.0% | -6.6% | +29.7% |
| 3Y | +167.8% | +246.6% | -78.8% | +125.3% |
| 5Y | +115.0% | +116.1% | -1.0% | +85.9% |
| 10Y | +325.3% | +202.7% | +122.6% | +249.6% |
| All | +325.3% | +197.3% | +128.0% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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