+16.4%
JCI vs SNAP
-39.3%
+55.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.8% | +3.0% | +4.7% |
| 7D | -3.4% | -7.3% | +3.9% | -2.9% |
| 30D | -10.1% | -18.9% | +8.8% | -9.4% |
| 3M | -6.8% | -5.3% | -1.5% | -6.6% |
| 6M | +2.0% | -16.9% | +18.9% | +2.5% |
| YTD | +19.2% | -37.4% | +56.6% | +9.9% |
| All | +16.4% | -39.3% | +55.7% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 1y: compounded portfolio wealth divided by compounded SNAP 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…
1y analysis · Full analysis span regression · 6 months rolling