-14.6%
TEAM vs JCI
+169.7%
-184.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.0% | -7.9% | -7.1% |
| 7D | -5.7% | +5.1% | -10.8% | -6.2% |
| 30D | +18.3% | -3.8% | +22.2% | +18.8% |
| 3M | +80.2% | +1.9% | +78.3% | +78.4% |
| 6M | +111.0% | +11.2% | +99.8% | +100.8% |
| YTD | +8.8% | +22.9% | -14.1% | -2.8% |
| 1Y | +2.2% | +37.4% | -35.2% | -14.9% |
| 3Y | -14.6% | +167.8% | -182.4% | -45.6% |
| All | -14.6% | +169.7% | -184.3% | -45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling