+8,390.6%
PWR vs JCI
+538.7%
+7,851.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.1% |
| 7D | +3.6% | +3.8% | -0.2% | +2.1% |
| 30D | -8.6% | -5.7% | -2.9% | -6.4% |
| 3M | -13.2% | -1.4% | -11.8% | -12.3% |
| 6M | +9.9% | +4.1% | +5.8% | +8.8% |
| YTD | +48.0% | +21.7% | +26.3% | +37.7% |
| 1Y | +66.2% | +36.1% | +30.0% | +48.2% |
| 3Y | +195.1% | +154.4% | +40.7% | +107.1% |
| 5Y | +442.6% | +112.0% | +330.5% | +304.5% |
| 10Y | +2,334.2% | +322.2% | +2,012.0% | +1,312.4% |
| All | +8,390.6% | +538.7% | +7,851.9% | +3,090.8% |
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