-83.9%
FIG vs ACWI
+20.5%
-104.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.5% |
| 7D | -11.4% | -0.2% | -11.3% | -10.4% |
| 30D | -17.2% | -3.3% | -13.9% | -14.4% |
| 3M | -26.6% | -3.4% | -23.2% | -24.1% |
| 6M | -9.8% | +0.8% | -10.6% | -10.4% |
| YTD | -50.1% | +10.7% | -60.8% | -56.6% |
| 1Y | -58.1% | +11.6% | -69.7% | -64.1% |
| All | -83.9% | +20.5% | -104.4% | -86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling