+1,371.2%
MU vs JCI
+165.5%
+1,205.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +4.3% |
| 7D | +9.0% | +3.8% | +5.1% | +5.1% |
| 30D | +13.8% | -5.7% | +19.5% | +20.1% |
| 3M | +2.1% | -1.4% | +3.5% | +5.3% |
| 6M | +153.8% | +4.1% | +149.7% | +150.3% |
| YTD | +256.4% | +21.7% | +234.6% | +204.4% |
| 1Y | +719.8% | +36.1% | +683.6% | +537.4% |
| All | +1,371.2% | +165.5% | +1,205.7% | +665.0% |
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