+234.7%
TMUS vs JCI
+303.0%
-68.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.8% | -0.6% | +3.2% |
| 7D | +5.3% | -3.4% | +8.8% | +5.9% |
| 30D | +13.5% | -10.1% | +23.7% | +15.5% |
| 3M | -4.2% | -6.8% | +2.5% | -3.7% |
| 6M | -11.9% | +2.0% | -13.9% | -13.9% |
| YTD | -15.6% | +19.2% | -34.8% | -21.4% |
| 1Y | -16.8% | +16.7% | -33.5% | -22.1% |
| 3Y | +20.8% | +194.3% | -173.5% | -16.6% |
| 5Y | +48.0% | +103.0% | -55.0% | +12.9% |
| 10Y | +234.7% | +301.7% | -67.0% | +82.8% |
| All | +234.7% | +303.0% | -68.3% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling