+906.2%
MU vs JCI
+189.7%
+716.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.8% | +1.5% | +1.5% |
| 7D | -12.0% | -3.4% | -8.6% | -8.2% |
| 30D | -28.7% | -10.1% | -18.6% | -20.3% |
| 3M | -16.4% | -6.8% | -9.7% | -10.3% |
| 6M | -1.8% | +2.0% | -3.8% | -0.9% |
| YTD | +157.1% | +19.2% | +137.9% | +124.6% |
| 1Y | +208.5% | +16.7% | +191.8% | +175.5% |
| 3Y | +906.2% | +194.3% | +711.8% | +370.2% |
| All | +906.2% | +189.7% | +716.4% | +370.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling