+19,622.0%
WELL vs JCI
+2,332.8%
+17,289.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.6% |
| 7D | +0.1% | +2.9% | -2.8% | -0.5% |
| 30D | +7.8% | -6.9% | +14.7% | +8.8% |
| 3M | +10.2% | -6.3% | +16.5% | +11.0% |
| 6M | +16.4% | +2.6% | +13.8% | +14.7% |
| YTD | +35.2% | +21.8% | +13.4% | +28.7% |
| 1Y | +30.5% | +19.6% | +10.8% | +24.5% |
| 3Y | +206.1% | +194.9% | +11.1% | +142.4% |
| 5Y | +228.3% | +108.1% | +120.1% | +175.7% |
| 10Y | +468.3% | +307.6% | +160.7% | +321.5% |
| All | +19,622.0% | +2,332.8% | +17,289.2% | +10,494.9% |
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