+106,206.6%
MU vs JCI
+2,331.5%
+103,875.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.9% | +4.2% | +5.3% |
| 7D | +9.0% | +3.8% | +5.1% | +7.2% |
| 30D | +13.8% | -5.7% | +19.5% | +16.7% |
| 3M | +2.1% | -1.4% | +3.5% | +3.9% |
| 6M | +153.8% | +4.1% | +149.7% | +153.4% |
| YTD | +256.4% | +21.7% | +234.6% | +231.5% |
| 1Y | +719.8% | +36.1% | +683.6% | +630.3% |
| 3Y | +1,360.4% | +154.4% | +1,205.9% | +915.1% |
| 5Y | +1,312.4% | +112.0% | +1,200.4% | +954.6% |
| 10Y | +6,142.6% | +322.2% | +5,820.3% | +3,417.1% |
| All | +106,206.6% | +2,331.5% | +103,875.1% | +25,042.4% |
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