+72.9%
GOOGL vs FIG
-74.1%
+147.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -2.1% |
| 7D | -1.9% | -14.5% | +12.6% | -1.2% |
| 30D | -7.5% | -13.3% | +5.9% | -7.0% |
| 3M | -9.2% | +7.4% | -16.6% | -9.6% |
| 6M | +8.1% | -27.8% | +35.9% | +8.6% |
| YTD | +5.8% | -41.1% | +46.9% | +7.3% |
| 1Y | +38.3% | -58.7% | +97.1% | +41.6% |
| All | +72.9% | -74.1% | +147.0% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling