+330.8%
JCI vs UUUU
+495.2%
-164.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.9% | -0.9% |
| 7D | +0.4% | -5.0% | +5.4% | +0.9% |
| 30D | -7.7% | -7.8% | +0.1% | -7.2% |
| 3M | +2.8% | -0.4% | +3.2% | +2.3% |
| 6M | +7.2% | -32.9% | +40.1% | +10.0% |
| YTD | +20.0% | -6.3% | +26.2% | +17.8% |
| 1Y | +33.3% | +7.9% | +25.3% | +27.1% |
| 3Y | +161.3% | +85.2% | +76.1% | +127.0% |
| 5Y | +108.8% | +97.0% | +11.8% | +73.2% |
| All | +330.8% | +495.2% | -164.4% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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