+9.7%
GE vs FIG
-55.0%
+64.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.4% |
| 7D | +2.7% | +3.4% | -0.8% | +2.7% |
| 30D | +8.1% | -9.5% | +17.5% | +7.8% |
| 3M | -7.9% | -26.2% | +18.3% | -8.8% |
| 6M | +12.9% | +2.7% | +10.2% | +14.8% |
| YTD | +8.2% | -48.0% | +56.1% | +9.0% |
| 1Y | +9.7% | -52.0% | +61.7% | +11.1% |
| All | +9.7% | -55.0% | +64.7% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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