-8.7%
T vs FIG
-57.5%
+48.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.6% |
| 7D | +2.6% | -11.4% | +14.0% | +2.4% |
| 30D | -1.1% | -17.2% | +16.1% | -1.4% |
| 3M | -7.7% | -26.6% | +18.9% | -8.4% |
| 6M | -10.6% | -9.8% | -0.8% | -10.4% |
| YTD | -7.5% | -50.1% | +42.7% | -9.2% |
| All | -8.7% | -57.5% | +48.8% | -11.3% |
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