+282.7%
FLEX vs JCI
+186.2%
+96.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.8% | -1.8% |
| 7D | +7.5% | +3.2% | +4.3% | +4.6% |
| 30D | -25.3% | -8.6% | -16.7% | -17.2% |
| 3M | -39.7% | -7.7% | -31.9% | -33.3% |
| 6M | -47.9% | -2.6% | -45.3% | -44.4% |
| YTD | +24.1% | +17.4% | +6.7% | +14.2% |
| 1Y | +26.0% | +16.9% | +9.0% | +16.2% |
| 3Y | +282.7% | +186.7% | +95.9% | +111.0% |
| All | +282.7% | +186.2% | +96.5% | +111.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling