+1,449.6%
NET vs JCI
+274.7%
+1,174.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.9% |
| 7D | -7.0% | +3.8% | -10.8% | -8.7% |
| 30D | -4.8% | -5.7% | +0.9% | -2.3% |
| 3M | +3.8% | -1.4% | +5.2% | +3.9% |
| 6M | +50.0% | +4.1% | +45.9% | +44.3% |
| YTD | +41.5% | +21.7% | +19.7% | +25.0% |
| 1Y | +32.8% | +36.1% | -3.3% | +10.3% |
| 3Y | +335.9% | +154.4% | +181.4% | +160.5% |
| 5Y | +113.8% | +112.0% | +1.8% | +28.2% |
| All | +1,449.6% | +274.7% | +1,174.9% | +995.5% |
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