-80.9%
FIG vs SPXU
-39.3%
-41.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.4% | -4.7% | -2.7% |
| 7D | -14.5% | +1.3% | -15.7% | -14.0% |
| 30D | -13.3% | +5.1% | -18.4% | -11.4% |
| 3M | +7.4% | -9.1% | +16.6% | +4.1% |
| 6M | -27.8% | -29.6% | +1.8% | -37.8% |
| YTD | -41.1% | -27.7% | -13.4% | -47.6% |
| 1Y | -58.7% | -37.0% | -21.8% | -63.4% |
| All | -80.9% | -39.3% | -41.6% | -82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling