+8,087.4%
PWR vs JCI
+515.7%
+7,571.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | +0.2% |
| 7D | +11.3% | +3.2% | +8.1% | +10.0% |
| 30D | -8.9% | -8.6% | -0.3% | -4.9% |
| 3M | -10.5% | -7.7% | -2.8% | -6.8% |
| 6M | -22.2% | -2.6% | -19.6% | -20.4% |
| YTD | +42.7% | +17.4% | +25.4% | +35.9% |
| 1Y | +41.1% | +16.9% | +24.2% | +34.6% |
| 3Y | +242.7% | +186.7% | +56.0% | +131.8% |
| 5Y | +418.5% | +95.4% | +323.2% | +302.5% |
| 10Y | +1,855.0% | +292.7% | +1,562.2% | +1,076.0% |
| All | +8,087.4% | +515.7% | +7,571.7% | +3,048.6% |
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 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