+417.4%
WDC vs JCI
+37.7%
+379.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +3.8% |
| 7D | +1.7% | +3.8% | -2.1% | -2.3% |
| 30D | -10.0% | -5.7% | -4.3% | -4.0% |
| 3M | -18.8% | -1.4% | -17.4% | -16.3% |
| 6M | +79.0% | +4.1% | +74.9% | +75.4% |
| YTD | +171.6% | +21.7% | +149.8% | +142.7% |
| 1Y | +417.4% | +36.1% | +381.2% | +329.3% |
| All | +417.4% | +37.7% | +379.7% | +329.3% |
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