-59.1%
FIG vs ACWI
+10.2%
-69.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -13.1% | -2.4% | -10.8% | -10.6% |
| 30D | -13.0% | -5.2% | -7.8% | -9.2% |
| 3M | -21.5% | -4.8% | -16.7% | -18.2% |
| 6M | -2.5% | -1.3% | -1.2% | -0.9% |
| YTD | -49.7% | +8.4% | -58.1% | -54.5% |
| 1Y | -59.1% | +11.0% | -70.1% | -65.2% |
| All | -59.1% | +10.2% | -69.3% | -65.2% |
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