-2.5%
TEAM vs JCI
+36.6%
-39.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | 0.0% |
| 7D | -4.7% | +4.1% | -8.7% | -1.8% |
| 30D | +17.0% | -3.8% | +20.9% | +14.2% |
| 3M | +85.9% | -1.6% | +87.5% | +86.0% |
| 6M | +116.7% | +9.5% | +107.1% | +134.2% |
| YTD | +9.6% | +21.7% | -12.1% | +22.5% |
| 1Y | -2.5% | +37.1% | -39.7% | +7.2% |
| All | -2.5% | +36.6% | -39.2% | +7.2% |
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