+162.1%
JCI vs TEL
+65.7%
+96.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | -2.3% | +2.7% | +1.6% |
| 30D | -7.7% | -6.1% | -1.7% | -4.9% |
| 3M | +2.8% | +1.7% | +1.1% | +1.5% |
| 6M | +7.2% | +1.6% | +5.6% | +4.9% |
| YTD | +20.0% | -9.1% | +29.0% | +23.0% |
| 1Y | +33.3% | -1.7% | +34.9% | +29.5% |
| All | +162.1% | +65.7% | +96.4% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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