+2,307.7%
JCI vs TECH
+101,053.8%
-98,746.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | -5.7% | +0.7% | -6.4% | -5.8% |
| 3M | -1.4% | +36.3% | -37.7% | -6.6% |
| 6M | +4.1% | +25.6% | -21.4% | -0.8% |
| YTD | +21.7% | +23.7% | -1.9% | +16.0% |
| 1Y | +36.1% | +37.6% | -1.5% | +26.9% |
| 3Y | +154.4% | -6.6% | +161.0% | +148.3% |
| 5Y | +112.0% | -42.2% | +154.3% | +120.9% |
| 10Y | +322.2% | +187.6% | +134.7% | +241.0% |
| All | +2,307.7% | +101,053.8% | -98,746.1% | +984.0% |
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