+96.6%
EFV vs FGI
-69.8%
+166.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.7% |
| 7D | +1.0% | +5.2% | -4.2% | +0.9% |
| 30D | +0.2% | +65.2% | -65.0% | -0.6% |
| 3M | +9.6% | +30.2% | -20.6% | +8.9% |
| 6M | +14.0% | +87.8% | -73.8% | +12.4% |
| YTD | +18.5% | +32.5% | -14.0% | +17.1% |
| 1Y | +27.9% | +93.6% | -65.7% | +25.3% |
| 3Y | +92.4% | -2.6% | +95.0% | +89.2% |
| All | +96.6% | -69.8% | +166.4% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FGI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling