+10,532.8%
TER vs JCI
+2,332.8%
+8,200.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.5% | +5.8% | +7.2% |
| 7D | +5.9% | +2.9% | +3.0% | +5.2% |
| 30D | -30.8% | -6.9% | -23.8% | -27.7% |
| 3M | -29.9% | -6.3% | -23.7% | -26.6% |
| 6M | -27.5% | +2.6% | -30.0% | -25.9% |
| YTD | +37.5% | +21.8% | +15.7% | +31.3% |
| 1Y | +50.3% | +19.6% | +30.6% | +44.9% |
| 3Y | +204.9% | +194.9% | +9.9% | +101.9% |
| 5Y | +89.2% | +108.1% | -19.0% | +45.2% |
| 10Y | +1,077.0% | +307.6% | +769.3% | +575.2% |
| All | +10,532.8% | +2,332.8% | +8,200.1% | +2,320.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling