+23.7%
JBL vs FIGR
-41.8%
+65.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +4.2% | -9.0% | -5.2% |
| 7D | -11.1% | -1.3% | -9.8% | -11.0% |
| 30D | -14.1% | -17.6% | +3.5% | -12.7% |
| 3M | -23.9% | -16.7% | -7.2% | -23.2% |
| 6M | -24.1% | -36.1% | +12.0% | -22.1% |
| YTD | +13.5% | -43.6% | +57.1% | +14.7% |
| 1Y | +23.7% | -39.8% | +63.6% | +23.2% |
| All | +23.7% | -41.8% | +65.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 1y: compounded portfolio wealth divided by compounded FIGR 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…
1y analysis · Full analysis span regression · 6 months rolling