+3,340.1%
V vs JCI
+972.0%
+2,368.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | -0.4% |
| 7D | -2.3% | +2.9% | -5.2% | -3.7% |
| 30D | +9.5% | -6.9% | +16.5% | +11.9% |
| 3M | +17.5% | -6.3% | +23.8% | +19.2% |
| 6M | +32.2% | +2.6% | +29.6% | +27.4% |
| YTD | +22.3% | +21.8% | +0.5% | +7.8% |
| 1Y | +26.8% | +19.6% | +7.2% | +12.7% |
| 3Y | +77.5% | +194.9% | -117.5% | -0.3% |
| 5Y | +110.1% | +108.1% | +1.9% | +36.1% |
| 10Y | +458.8% | +307.6% | +151.1% | +145.8% |
| All | +3,340.1% | +972.0% | +2,368.1% | +881.8% |
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