-83.2%
FIG vs GEN
+1.8%
-85.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -12.6% | -0.3% | -12.3% | -12.3% |
| 30D | -13.8% | +28.2% | -41.9% | -29.1% |
| 3M | -16.7% | +2.6% | -19.3% | -18.2% |
| 6M | -6.1% | +32.7% | -38.8% | -26.0% |
| YTD | -48.1% | +11.3% | -59.3% | -53.3% |
| 1Y | -56.2% | +17.9% | -74.1% | -62.3% |
| All | -83.2% | +1.8% | -85.0% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling