-51.7%
FIG vs SPOT
+0.4%
-52.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.6% | +0.6% | +3.3% |
| 7D | -4.7% | +16.6% | -21.2% | -10.9% |
| 30D | +0.5% | +29.9% | -29.4% | -10.4% |
| 3M | -18.4% | +31.3% | -49.7% | -28.2% |
| 6M | +10.9% | +43.2% | -32.3% | -5.8% |
| YTD | -40.8% | +8.1% | -48.9% | -44.6% |
| 1Y | -51.7% | -0.3% | -51.4% | -53.4% |
| All | -51.7% | +0.4% | -52.1% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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