+175.9%
JCI vs PAAS
+182.2%
-6.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.3% | +2.5% |
| 7D | -9.4% | +8.4% | -17.8% | -10.4% |
| 30D | -13.4% | -7.2% | -6.2% | -12.7% |
| 3M | -12.4% | -14.0% | +1.6% | -11.1% |
| 6M | -5.1% | -26.8% | +21.6% | -2.3% |
| YTD | +13.7% | -19.8% | +33.5% | +14.9% |
| 1Y | +11.4% | +22.8% | -11.4% | +6.1% |
| 3Y | +175.9% | +183.6% | -7.8% | +128.9% |
| All | +175.9% | +182.2% | -6.3% | +128.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling