+288.2%
JCI vs URI
+1,189.1%
-900.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.5% |
| 7D | -5.9% | -6.0% | +0.1% | -3.5% |
| 30D | -10.4% | +4.6% | -15.0% | -11.8% |
| 3M | -6.1% | -2.7% | -3.4% | -5.2% |
| 6M | +1.7% | +18.4% | -16.7% | -5.0% |
| YTD | +18.9% | +37.4% | -18.5% | +2.4% |
| 1Y | +16.1% | +30.4% | -14.2% | +2.0% |
| 3Y | +187.8% | +147.9% | +39.9% | +89.7% |
| 5Y | +103.2% | +202.1% | -98.9% | +19.9% |
| 10Y | +288.2% | +1,182.4% | -894.2% | +33.2% |
| All | +288.2% | +1,189.1% | -900.9% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling