+2,926.4%
V vs JCI
+971.4%
+1,955.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.8% |
| 7D | -1.7% | +3.8% | -5.5% | -3.3% |
| 30D | +2.0% | -5.7% | +7.6% | +4.4% |
| 3M | +17.4% | -1.4% | +18.8% | +17.0% |
| 6M | +17.5% | +4.1% | +13.4% | +13.2% |
| YTD | +7.6% | +21.7% | -14.2% | -3.9% |
| 1Y | +7.7% | +36.1% | -28.4% | -9.1% |
| 3Y | +54.7% | +154.4% | -99.8% | -5.7% |
| 5Y | +73.0% | +112.0% | -39.0% | +12.3% |
| 10Y | +390.9% | +322.2% | +68.6% | +114.1% |
| All | +2,926.4% | +971.4% | +1,955.0% | +774.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling