+29.3%
V vs JCI
+27.0%
+2.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.3% | +10.1% | +3.4% |
| 7D | +9.0% | -10.7% | +19.7% | +8.2% |
| 30D | +18.1% | -10.4% | +28.5% | +17.4% |
| 3M | +18.3% | -8.3% | +26.6% | +17.9% |
| 6M | +34.1% | -2.1% | +36.2% | +34.1% |
| YTD | +25.2% | +18.4% | +6.9% | +22.3% |
| 1Y | +29.3% | +27.7% | +1.7% | +25.0% |
| All | +29.3% | +27.0% | +2.3% | +25.0% |
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 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