+89.2%
USB vs JCI
+303.0%
-213.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.8% | -2.3% | -0.1% |
| 7D | +0.8% | -3.4% | +4.2% | +2.3% |
| 30D | +6.8% | -10.1% | +16.9% | +12.2% |
| 3M | -3.8% | -6.8% | +3.0% | -1.5% |
| 6M | +11.7% | +2.0% | +9.8% | +7.0% |
| YTD | +17.5% | +19.2% | -1.7% | +1.2% |
| 1Y | +33.8% | +16.7% | +17.0% | +16.5% |
| 3Y | +104.2% | +194.3% | -90.1% | -5.9% |
| 5Y | +26.4% | +103.0% | -76.6% | -26.9% |
| 10Y | +89.2% | +301.7% | -212.5% | -38.9% |
| All | +89.2% | +303.0% | -213.8% | -38.9% |
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