-10.5%
T vs FIG
-58.0%
+47.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -1.8% |
| 7D | -3.1% | -14.5% | +11.4% | -3.5% |
| 30D | +4.6% | -13.3% | +17.9% | +4.2% |
| 3M | +12.2% | +7.4% | +4.8% | +12.4% |
| 6M | -6.5% | -27.8% | +21.3% | -7.6% |
| YTD | +4.9% | -41.1% | +46.0% | +4.0% |
| 1Y | -10.5% | -58.7% | +48.2% | -12.1% |
| All | -10.5% | -58.0% | +47.6% | -12.1% |
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