+3,310.4%
V vs JCI
+901.0%
+2,409.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.1% |
| 7D | +2.2% | -9.4% | +11.6% | +6.2% |
| 30D | +13.6% | -13.4% | +27.0% | +19.8% |
| 3M | +14.3% | -12.4% | +26.7% | +19.4% |
| 6M | +33.1% | -5.1% | +38.2% | +32.7% |
| YTD | +21.2% | +13.7% | +7.5% | +10.1% |
| 1Y | +26.4% | +11.4% | +15.0% | +15.9% |
| 3Y | +77.6% | +175.9% | -98.3% | +2.7% |
| 5Y | +102.6% | +98.4% | +4.2% | +33.8% |
| 10Y | +464.4% | +311.2% | +153.2% | +146.0% |
| All | +3,310.4% | +901.0% | +2,409.4% | +902.8% |
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