-56.6%
FIG vs CG
-30.6%
-26.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +1.8% |
| 7D | -12.2% | -9.8% | -2.4% | -7.5% |
| 30D | -11.0% | -10.3% | -0.7% | -5.8% |
| 3M | +11.9% | -1.7% | +13.5% | +13.4% |
| 6M | -21.9% | -9.8% | -12.1% | -18.0% |
| YTD | -40.8% | -25.6% | -15.2% | -30.5% |
| 1Y | -56.6% | -32.5% | -24.1% | -43.3% |
| All | -56.6% | -30.6% | -26.1% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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