+2,309.0%
JCI vs TECH
+101,570.6%
-99,261.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | -6.9% | +0.3% | -7.3% | -7.0% |
| 3M | -6.3% | +1.0% | -7.3% | -6.5% |
| 6M | +2.6% | +54.0% | -51.4% | -4.9% |
| YTD | +21.8% | +24.3% | -2.5% | +16.0% |
| 1Y | +19.6% | +23.7% | -4.1% | +13.9% |
| 3Y | +194.9% | +28.5% | +166.5% | +173.6% |
| 5Y | +108.1% | -41.2% | +149.4% | +116.4% |
| 10Y | +307.6% | +189.2% | +118.5% | +229.1% |
| All | +2,309.0% | +101,570.6% | -99,261.6% | +983.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling