+197.6%
JCI vs SUI
+17.9%
+179.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.5% |
| 7D | +2.9% | -2.4% | +5.3% | +3.1% |
| 30D | -6.9% | +3.3% | -10.3% | -7.4% |
| 3M | -6.3% | +0.7% | -7.0% | -6.5% |
| 6M | +2.6% | -4.1% | +6.7% | +3.0% |
| YTD | +21.8% | -1.8% | +23.6% | +21.6% |
| 1Y | +19.6% | -4.1% | +23.7% | +20.0% |
| All | +197.6% | +17.9% | +179.7% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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