+88.5%
WDC vs JCI
+14.5%
+74.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.3% | -2.7% | -2.3% |
| 7D | +12.1% | +3.2% | +8.9% | +8.5% |
| 30D | -18.8% | -8.6% | -10.2% | -8.6% |
| 3M | -39.3% | -7.7% | -31.6% | -32.6% |
| 6M | -40.1% | -2.6% | -37.6% | -36.2% |
| YTD | +71.8% | +17.4% | +54.4% | +62.9% |
| 1Y | +88.5% | +16.9% | +71.6% | +83.6% |
| All | +88.5% | +14.5% | +74.0% | +83.6% |
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