-51.7%
FIG vs ACWI
+14.9%
-66.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.6% | +4.4% |
| 7D | -4.7% | -0.5% | -4.2% | -4.5% |
| 30D | +0.5% | -1.6% | +2.2% | +1.3% |
| 3M | -18.4% | -1.3% | -17.1% | -17.9% |
| 6M | +10.9% | +5.8% | +5.0% | +5.1% |
| YTD | -40.8% | +12.7% | -53.5% | -47.6% |
| 1Y | -51.7% | +15.0% | -66.7% | -58.8% |
| All | -51.7% | +14.9% | -66.6% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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