+277.2%
TER vs JCI
+169.7%
+107.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.0% | +3.2% | +3.2% |
| 7D | +11.0% | +5.1% | +5.8% | +5.4% |
| 30D | -1.9% | -3.8% | +2.0% | +2.4% |
| 3M | -0.7% | +1.9% | -2.6% | -0.3% |
| 6M | +36.4% | +11.2% | +25.2% | +28.8% |
| YTD | +92.4% | +22.9% | +69.5% | +67.2% |
| 1Y | +213.5% | +37.4% | +176.1% | +150.1% |
| 3Y | +277.2% | +167.8% | +109.4% | +78.2% |
| All | +277.2% | +169.7% | +107.6% | +78.2% |
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 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