+37.2%
AMGN vs FIGR
-3.1%
+40.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -1.4% |
| 7D | -13.7% | -3.0% | -10.7% | -13.7% |
| 30D | -8.8% | +13.7% | -22.5% | -8.7% |
| 3M | +7.2% | +23.9% | -16.7% | +7.5% |
| 6M | +1.3% | -8.4% | +9.7% | +1.1% |
| YTD | +17.6% | -14.6% | +32.3% | +17.4% |
| 1Y | +37.2% | +12.1% | +25.1% | +39.6% |
| All | +37.2% | -3.1% | +40.3% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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