+8.6%
V vs JCI
+38.2%
-29.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -1.7% |
| 7D | -1.1% | +5.1% | -6.2% | -1.0% |
| 30D | +1.9% | -3.8% | +5.7% | +1.8% |
| 3M | +15.5% | +1.9% | +13.6% | +15.6% |
| 6M | +16.6% | +11.2% | +5.4% | +15.7% |
| YTD | +5.7% | +22.9% | -17.2% | +3.5% |
| 1Y | +8.6% | +37.4% | -28.8% | +5.4% |
| All | +8.6% | +38.2% | -29.6% | +5.4% |
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