+310.4%
JCI vs TEL
+708.6%
-398.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.7% | +1.9% |
| 7D | +5.1% | -1.4% | +6.6% | +5.9% |
| 30D | -3.8% | -4.9% | +1.0% | -1.4% |
| 3M | +1.9% | +0.1% | +1.8% | +1.5% |
| 6M | +11.2% | +0.4% | +10.8% | +9.7% |
| YTD | +22.9% | -8.9% | +31.9% | +26.5% |
| 1Y | +37.4% | -0.3% | +37.7% | +34.1% |
| 3Y | +167.8% | +67.6% | +100.2% | +95.6% |
| 5Y | +115.0% | +50.7% | +64.4% | +64.8% |
| 10Y | +325.3% | +288.6% | +36.7% | +94.5% |
| All | +310.4% | +708.6% | -398.1% | -9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling