-56.3%
FIG vs GEN
+17.6%
-74.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -29.0% |
| 3M | -16.7% | +2.6% | -19.3% | -17.9% |
| 6M | -6.1% | +32.7% | -38.8% | -25.9% |
| YTD | -48.1% | +11.3% | -59.3% | -52.5% |
| All | -56.3% | +17.6% | -74.0% | -60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling