-52.0%
FIG vs GEN
+14.8%
-66.9%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +1.1% |
| 7D | +3.4% | +2.0% | +1.4% | +1.9% |
| 30D | -9.5% | +27.7% | -37.2% | -25.0% |
| 3M | -26.2% | +3.3% | -29.4% | -27.5% |
| 6M | +2.7% | +31.8% | -29.1% | -18.3% |
| YTD | -48.0% | +13.5% | -61.5% | -52.9% |
| 1Y | -52.0% | +16.0% | -68.1% | -57.2% |
| All | -52.0% | +14.8% | -66.9% | -57.2% |
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