+330.8%
JCI vs TECH
+189.8%
+141.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | -7.7% | 0.0% | -7.7% | -7.7% |
| 3M | +2.8% | +37.4% | -34.7% | -5.9% |
| 6M | +7.2% | +36.9% | -29.6% | -3.0% |
| YTD | +20.0% | +23.1% | -3.1% | +11.1% |
| 1Y | +33.3% | +42.2% | -9.0% | +17.4% |
| 3Y | +161.3% | +1.9% | +159.4% | +144.6% |
| 5Y | +108.8% | -42.9% | +151.7% | +128.2% |
| All | +330.8% | +189.8% | +141.0% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling