+575.3%
FAST vs JCI
+304.0%
+271.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.9% |
| 7D | +2.1% | -9.4% | +11.5% | +5.9% |
| 30D | +6.9% | -13.4% | +20.3% | +12.6% |
| 3M | +4.8% | -12.4% | +17.2% | +9.6% |
| 6M | +19.8% | -5.1% | +24.9% | +20.3% |
| YTD | +34.9% | +13.7% | +21.2% | +24.7% |
| 1Y | +32.8% | +11.4% | +21.4% | +23.7% |
| 3Y | +93.7% | +175.9% | -82.1% | +16.1% |
| 5Y | +105.3% | +98.4% | +6.9% | +40.6% |
| All | +575.3% | +304.0% | +271.3% | +210.3% |
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 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