+41.5%
JBL vs FIGR
+1.6%
+39.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -2.4% |
| 7D | -1.0% | +1.0% | -2.0% | -1.1% |
| 30D | -15.1% | +31.4% | -46.4% | -17.5% |
| 3M | -14.0% | +30.3% | -44.3% | -16.6% |
| 6M | +20.6% | -7.6% | +28.2% | +19.5% |
| YTD | +32.9% | -10.5% | +43.4% | +28.9% |
| All | +41.5% | +1.6% | +39.9% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling