+32.7%
SWKS vs JCI
+3.1%
+29.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +2.3% |
| 7D | +12.5% | +3.8% | +8.7% | +9.8% |
| 30D | +10.5% | -5.7% | +16.2% | +14.5% |
| 3M | -7.4% | -1.4% | -6.0% | -6.9% |
| 6M | +32.7% | +4.1% | +28.5% | +28.4% |
| All | +32.7% | +3.1% | +29.5% | +28.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling