-39.3%
FICO vs JBL
+48.2%
-87.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.3% |
| 7D | -15.4% | +4.4% | -19.8% | -14.5% |
| 30D | -10.4% | -8.4% | -1.9% | -11.9% |
| 3M | -22.7% | -14.2% | -8.5% | -23.0% |
| 6M | -36.8% | +29.6% | -66.4% | -34.7% |
| YTD | -44.8% | +37.1% | -81.9% | -42.7% |
| 1Y | -39.3% | +49.5% | -88.8% | -37.0% |
| All | -39.3% | +48.2% | -87.5% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded JBL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling