+99.9%
JCI vs TECH
-41.4%
+141.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.9% |
| YTD | +20.1% | +24.4% | -4.3% | +11.8% |
| 1Y | +17.2% | +19.3% | -2.1% | +10.2% |
| 3Y | +190.7% | +28.5% | +162.2% | +154.0% |
| 5Y | +99.9% | -41.0% | +140.8% | +121.7% |
| All | +99.9% | -41.4% | +141.3% | +121.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling