+72.0%
JCI vs PLTU
+126.1%
-54.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +11.1% | -6.3% | +4.1% |
| 7D | -3.4% | -11.7% | +8.3% | -2.8% |
| 30D | -10.1% | -36.9% | +26.8% | -7.9% |
| 3M | -6.8% | -10.9% | +4.1% | -6.5% |
| 6M | +2.0% | +18.0% | -16.0% | -1.1% |
| YTD | +19.2% | -39.0% | +58.2% | +19.7% |
| 1Y | +16.7% | -41.5% | +58.2% | +17.0% |
| All | +72.0% | +126.1% | -54.1% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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