+25.0%
V vs FIG
-57.2%
+82.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | -0.4% | +2.6% | -3.0% | -0.6% |
| 30D | +6.3% | -13.1% | +19.4% | +7.4% |
| 3M | +17.2% | -20.3% | +37.5% | +18.8% |
| 6M | +29.2% | -2.1% | +31.4% | +27.8% |
| YTD | +20.8% | -49.4% | +70.2% | +25.7% |
| 1Y | +25.0% | -57.0% | +82.0% | +31.2% |
| All | +25.0% | -57.2% | +82.2% | +31.2% |
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