+72,065.9%
MU vs JCI
+2,171.6%
+69,894.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.7% | +2.4% | +3.9% |
| 7D | -22.0% | -9.4% | -12.6% | -18.1% |
| 30D | -36.6% | -13.4% | -23.2% | -32.0% |
| 3M | -21.7% | -12.4% | -9.3% | -16.6% |
| 6M | +3.5% | -5.1% | +8.7% | +8.0% |
| YTD | +141.9% | +13.7% | +128.2% | +133.4% |
| 1Y | +189.8% | +11.4% | +178.4% | +182.7% |
| 3Y | +855.4% | +175.9% | +679.5% | +548.7% |
| 5Y | +869.2% | +98.4% | +770.8% | +650.9% |
| 10Y | +4,142.8% | +311.2% | +3,831.7% | +2,344.1% |
| All | +72,065.9% | +2,171.6% | +69,894.3% | +17,600.1% |
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