+3,214.7%
MAR vs JCI
+416.4%
+2,798.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.5% |
| 7D | +1.0% | +2.9% | -1.9% | 0.0% |
| 30D | +16.2% | -6.9% | +23.2% | +18.2% |
| 3M | +23.1% | -6.3% | +29.3% | +24.6% |
| 6M | +22.0% | +2.6% | +19.4% | +19.3% |
| YTD | +39.2% | +21.8% | +17.4% | +28.6% |
| 1Y | +48.3% | +19.6% | +28.6% | +37.7% |
| 3Y | +123.4% | +194.9% | -71.6% | +55.5% |
| 5Y | +185.4% | +108.1% | +77.2% | +119.1% |
| 10Y | +539.2% | +307.6% | +231.5% | +301.6% |
| All | +3,214.7% | +416.4% | +2,798.3% | +1,407.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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