+494.0%
TEAM vs JCI
+338.7%
+155.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | -7.8% | +0.4% | -8.2% | -7.9% |
| 30D | +16.5% | -7.7% | +24.3% | +19.2% |
| 3M | +96.2% | +2.8% | +93.4% | +91.9% |
| 6M | +130.2% | +7.2% | +122.9% | +118.0% |
| YTD | +10.7% | +20.0% | -9.2% | -1.3% |
| 1Y | +3.0% | +33.3% | -30.2% | -12.8% |
| 3Y | -13.1% | +161.3% | -174.4% | -45.2% |
| 5Y | -52.7% | +108.8% | -161.5% | -68.6% |
| All | +494.0% | +338.7% | +155.3% | +207.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling