-83.2%
FIG vs SPXU
-37.8%
-45.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +3.4% |
| 7D | +3.4% | -7.6% | +11.0% | 0.0% |
| 30D | -9.5% | +5.3% | -14.8% | -5.7% |
| 3M | -26.2% | +9.6% | -35.8% | -21.7% |
| 6M | +2.7% | -4.5% | +7.2% | +4.2% |
| YTD | -48.0% | -25.9% | -22.1% | -52.2% |
| 1Y | -52.0% | -28.9% | -23.2% | -56.9% |
| All | -83.2% | -37.8% | -45.3% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling