+32.4%
PWR vs JCI
+27.0%
+5.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -6.3% | -5.4% | -6.0% |
| 7D | -4.4% | -10.7% | +6.3% | +6.0% |
| 30D | -15.1% | -10.4% | -4.7% | -6.0% |
| 3M | -16.2% | -8.3% | -8.0% | -9.2% |
| 6M | -23.3% | -2.1% | -21.2% | -21.1% |
| YTD | +37.6% | +18.4% | +19.2% | +26.8% |
| 1Y | +32.4% | +27.7% | +4.7% | +17.6% |
| All | +32.4% | +27.0% | +5.4% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling