-83.7%
FIG vs SPOT
-7.9%
-75.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +2.7% |
| 7D | -13.1% | +1.6% | -14.7% | -13.4% |
| 30D | -13.0% | +17.6% | -30.6% | -17.7% |
| 3M | -21.5% | +26.9% | -48.5% | -28.1% |
| 6M | -2.5% | +41.8% | -44.3% | -13.2% |
| YTD | -49.7% | +3.8% | -53.5% | -55.5% |
| 1Y | -59.1% | -2.5% | -56.6% | -64.3% |
| All | -83.7% | -7.9% | -75.8% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling