-52.0%
FIG vs NDAQ
+24.5%
-76.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | +3.4% | +1.3% | +2.1% | +2.1% |
| 30D | -9.5% | +18.0% | -27.4% | -22.2% |
| 3M | -26.2% | +11.5% | -37.7% | -33.1% |
| 6M | +2.7% | +21.1% | -18.4% | -13.7% |
| YTD | -48.0% | +12.8% | -60.8% | -53.9% |
| 1Y | -52.0% | +25.7% | -77.7% | -61.5% |
| All | -52.0% | +24.5% | -76.5% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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