+27.7%
JCI vs VIAV
+72.0%
-44.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -2.2% | -4.0% | -5.7% |
| 7D | -10.7% | -14.7% | +4.1% | -7.2% |
| 30D | -10.4% | -37.4% | +27.0% | -0.4% |
| 3M | -8.3% | -27.1% | +18.9% | -2.2% |
| 6M | -2.1% | -44.0% | +41.9% | +9.2% |
| YTD | +18.4% | +64.9% | -46.5% | +2.6% |
| 1Y | +27.7% | +75.3% | -47.6% | +6.3% |
| All | +27.7% | +72.0% | -44.4% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 1y: compounded portfolio wealth divided by compounded VIAV 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…
1y analysis · Full analysis span regression · 6 months rolling