+26.7%
Q vs FGI
+45.0%
-18.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.5% | -5.9% | +1.5% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -11.1% | +65.4% | -76.5% | -13.5% |
| 3M | -22.1% | +23.5% | -45.6% | -23.5% |
| 6M | +0.5% | +60.5% | -60.0% | -7.3% |
| YTD | +47.8% | +30.0% | +17.8% | +39.4% |
| All | +26.7% | +45.0% | -18.3% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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