-61.4%
JFIN price history and return analytics
+76.6%
-138.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.5% | -8.3% | -8.2% |
| 7D | -18.4% | +1.0% | -19.4% | -19.4% |
| 30D | -40.6% | -0.2% | -40.4% | -40.4% |
| 3M | -59.7% | +4.5% | -64.3% | -61.5% |
| 6M | -75.3% | +14.1% | -89.4% | -78.8% |
| YTD | -73.3% | +14.8% | -88.0% | -77.0% |
| 1Y | -86.0% | +21.2% | -107.2% | -88.7% |
| 3Y | -61.4% | +76.6% | -137.9% | -75.6% |
| All | -61.4% | +76.6% | -138.0% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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