+531.8%
FAST vs JCI
+298.2%
+233.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +4.8% | -5.9% | +10.7% | +7.1% |
| 30D | +8.6% | -10.4% | +19.0% | +12.8% |
| 3M | +5.7% | -6.1% | +11.8% | +7.4% |
| 6M | +25.5% | +1.7% | +23.8% | +22.4% |
| YTD | +39.6% | +18.9% | +20.7% | +26.7% |
| 1Y | +35.5% | +16.1% | +19.4% | +24.1% |
| 3Y | +96.2% | +187.8% | -91.6% | +15.3% |
| 5Y | +110.2% | +103.2% | +7.0% | +42.6% |
| 10Y | +531.8% | +288.2% | +243.6% | +188.5% |
| All | +531.8% | +298.2% | +233.6% | +188.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling