+48.6%
JBL vs FIGR
-3.1%
+51.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.6% | +9.7% | +5.5% |
| 7D | +2.4% | -3.0% | +5.4% | +2.7% |
| 30D | -13.1% | +13.7% | -26.8% | -14.4% |
| 3M | -15.6% | +23.9% | -39.5% | -17.8% |
| 6M | +24.6% | -8.4% | +33.0% | +23.6% |
| YTD | +39.6% | -14.6% | +54.2% | +36.0% |
| 1Y | +48.6% | +12.1% | +36.5% | +40.3% |
| All | +48.6% | -3.1% | +51.8% | +40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling