+75.7%
JCI vs PLTU
+154.0%
-78.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.0% | +10.9% | +2.4% |
| 7D | +3.8% | -13.6% | +17.4% | +4.5% |
| 30D | -5.7% | +16.7% | -22.3% | -6.8% |
| 3M | -1.4% | +29.6% | -31.0% | -4.1% |
| 6M | +4.1% | -0.1% | +4.2% | +1.8% |
| YTD | +21.7% | -31.5% | +53.3% | +21.6% |
| 1Y | +36.1% | -19.7% | +55.9% | +31.8% |
| All | +75.7% | +154.0% | -78.3% | +40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling