-17.3%
TMUS vs JCI
+19.5%
-36.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +2.5% |
| 7D | +8.2% | +2.9% | +5.3% | +8.9% |
| 30D | +13.4% | -6.9% | +20.3% | +11.2% |
| 3M | -3.0% | -6.3% | +3.3% | -4.5% |
| 6M | -8.8% | +2.6% | -11.3% | -8.2% |
| YTD | -13.8% | +21.8% | -35.7% | -11.7% |
| All | -17.3% | +19.5% | -36.8% | -15.8% |
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 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