+114.4%
JCI vs UUUU
+79.1%
+35.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.0% | +7.2% | +2.7% |
| 7D | +0.7% | -10.5% | +11.2% | +1.8% |
| 30D | -4.4% | -10.5% | +6.1% | -3.6% |
| 3M | +1.7% | -14.1% | +15.8% | +2.7% |
| 6M | +8.8% | -35.5% | +44.3% | +12.1% |
| YTD | +22.6% | -10.9% | +33.6% | +20.7% |
| 1Y | +36.2% | +3.4% | +32.9% | +29.3% |
| 3Y | +168.0% | +73.1% | +94.9% | +128.1% |
| All | +114.4% | +79.1% | +35.3% | +74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling