-55.8%
FIG vs EQT
+7.9%
-63.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.2% |
| 7D | -16.3% | +1.1% | -17.4% | -16.5% |
| 30D | -14.3% | +7.7% | -22.0% | -15.2% |
| 3M | +7.2% | +0.2% | +7.0% | +7.1% |
| 6M | -18.6% | -9.5% | -9.1% | -18.0% |
| YTD | -35.5% | +3.8% | -39.3% | -36.6% |
| 1Y | -55.8% | +7.8% | -63.6% | -53.5% |
| All | -55.8% | +7.9% | -63.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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