+10.4%
V vs FIG
-55.5%
+65.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.7% |
| 7D | -1.7% | -16.3% | +14.6% | -0.6% |
| 30D | +2.0% | -14.3% | +16.3% | +2.7% |
| 3M | +17.4% | +7.2% | +10.2% | +15.8% |
| 6M | +17.5% | -18.6% | +36.1% | +17.4% |
| YTD | +7.6% | -35.5% | +43.0% | +8.4% |
| All | +10.4% | -55.5% | +65.9% | +13.0% |
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