-52.0%
FIG vs WY
-3.6%
-48.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +3.0% |
| 7D | +3.4% | -0.8% | +4.2% | +3.3% |
| 30D | -9.5% | +10.1% | -19.6% | -7.7% |
| 3M | -26.2% | -15.4% | -10.8% | -30.5% |
| 6M | +2.7% | -8.3% | +11.0% | +1.0% |
| YTD | -48.0% | -9.8% | -38.1% | -51.4% |
| 1Y | -52.0% | -3.9% | -48.2% | -55.7% |
| All | -52.0% | -3.6% | -48.5% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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