+15.6%
TMUS vs JCI
+174.6%
-159.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +1.0% |
| 7D | +3.6% | -9.4% | +13.0% | +3.1% |
| 30D | -3.4% | -13.4% | +10.0% | -3.9% |
| 3M | -9.5% | -12.4% | +2.9% | -9.9% |
| 6M | -15.2% | -5.1% | -10.0% | -15.8% |
| YTD | -18.9% | +13.7% | -32.7% | -20.9% |
| 1Y | -17.7% | +11.4% | -29.1% | -19.6% |
| 3Y | +15.6% | +175.9% | -160.2% | +2.2% |
| All | +15.6% | +174.6% | -159.0% | +2.2% |
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