+1,359.8%
WDC vs JCI
+169.7%
+1,190.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.2% | +1.3% |
| 7D | +6.0% | +5.1% | +0.9% | +1.7% |
| 30D | +9.9% | -3.8% | +13.8% | +13.7% |
| 3M | -9.4% | +1.9% | -11.3% | -9.4% |
| 6M | +94.7% | +11.2% | +83.5% | +84.7% |
| YTD | +177.4% | +22.9% | +154.4% | +144.0% |
| 1Y | +412.6% | +37.4% | +375.2% | +318.6% |
| 3Y | +1,359.8% | +167.8% | +1,191.9% | +760.3% |
| All | +1,359.8% | +169.7% | +1,190.1% | +760.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling