+30.3%
JCI vs FIGR
-29.9%
+60.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.2% |
| 7D | +3.2% | +11.0% | -7.8% | +2.7% |
| 30D | -8.6% | +0.7% | -9.3% | -8.8% |
| 3M | -7.7% | -20.9% | +13.1% | -7.6% |
| 6M | -2.6% | -37.7% | +35.2% | -2.1% |
| YTD | +17.4% | -38.2% | +55.6% | +16.0% |
| 1Y | +16.9% | -27.1% | +44.0% | +14.7% |
| All | +30.3% | -29.9% | +60.3% | +29.3% |
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 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