+193.4%
JCI vs TECH
+29.5%
+163.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +8.4% | +0.2% | +8.2% | +8.4% |
| 30D | -8.9% | +0.5% | -9.4% | -9.0% |
| 3M | -6.4% | +1.0% | -7.4% | -6.6% |
| 6M | +1.6% | +54.1% | -52.4% | -5.9% |
| YTD | +20.1% | +24.4% | -4.3% | +14.4% |
| 1Y | +17.2% | +19.3% | -2.1% | +12.5% |
| All | +193.4% | +29.5% | +163.8% | +168.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling