-80.8%
FIG vs JCI
+37.6%
-118.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | 0.0% |
| 7D | -12.2% | +0.4% | -12.6% | -12.0% |
| 30D | -11.0% | -7.7% | -3.3% | -13.4% |
| 3M | +11.9% | +2.8% | +9.1% | +13.2% |
| 6M | -21.9% | +7.2% | -29.2% | -21.5% |
| YTD | -40.8% | +20.0% | -60.7% | -42.7% |
| 1Y | -56.6% | +33.3% | -89.9% | -61.3% |
| All | -80.8% | +37.6% | -118.5% | -83.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling