+7.8%
AMZN vs FIG
-74.1%
+81.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.6% |
| 7D | -1.0% | -14.5% | +13.4% | -0.3% |
| 30D | -9.2% | -13.3% | +4.1% | -8.8% |
| 3M | +3.4% | +7.4% | -4.1% | +2.2% |
| 6M | +18.2% | -27.8% | +46.0% | +19.2% |
| YTD | +9.3% | -41.1% | +50.5% | +11.0% |
| 1Y | +5.9% | -58.7% | +64.7% | +9.3% |
| All | +7.8% | -74.1% | +81.9% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling