-58.1%
FIG vs BB
+98.3%
-156.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | -11.4% | +11.6% | -23.0% | -12.7% |
| 30D | -17.2% | +2.6% | -19.8% | -17.8% |
| 3M | -26.6% | +3.5% | -30.1% | -27.7% |
| 6M | -9.8% | +43.5% | -53.3% | -20.2% |
| YTD | -50.1% | +141.2% | -191.3% | -63.0% |
| All | -58.1% | +98.3% | -156.4% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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