+9.4%
AMZN vs FIG
-58.7%
+68.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -2.7% | -12.2% | +9.5% | -1.8% |
| 30D | -7.5% | -11.0% | +3.5% | -7.0% |
| 3M | +5.8% | +11.9% | -6.0% | +3.7% |
| 6M | +17.5% | -21.9% | +39.4% | +19.2% |
| YTD | +9.1% | -40.8% | +49.9% | +14.5% |
| 1Y | +9.4% | -56.6% | +66.0% | +20.1% |
| All | +9.4% | -58.7% | +68.1% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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