+213.5%
TER vs JCI
+38.2%
+175.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +2.7% |
| 7D | +11.0% | +5.1% | +5.8% | +3.1% |
| 30D | -1.9% | -3.8% | +2.0% | +4.2% |
| 3M | -0.7% | +1.9% | -2.6% | -0.9% |
| 6M | +36.4% | +11.2% | +25.2% | +24.9% |
| YTD | +92.4% | +22.9% | +69.5% | +60.8% |
| 1Y | +213.5% | +37.4% | +176.1% | +129.4% |
| All | +213.5% | +38.2% | +175.4% | +129.4% |
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 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