+73.5%
JCI vs PLTD
-77.7%
+151.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -5.5% | +10.3% | +4.1% |
| 7D | -3.4% | +4.2% | -7.7% | -2.8% |
| 30D | -10.1% | +20.8% | -31.0% | -7.9% |
| 3M | -6.8% | -2.6% | -4.2% | -6.4% |
| 6M | +2.0% | -33.1% | +35.1% | -0.9% |
| YTD | +19.2% | -20.0% | +39.2% | +20.0% |
| 1Y | +16.7% | -21.6% | +38.4% | +17.6% |
| All | +73.5% | -77.7% | +151.2% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling