+17.9%
AR vs FIGR
-28.7%
+46.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.1% | -4.8% | +1.7% |
| 7D | +6.4% | +22.8% | -16.4% | +8.0% |
| 30D | +3.1% | -5.8% | +8.9% | +3.0% |
| 3M | +3.3% | -16.3% | +19.6% | +2.7% |
| 6M | +6.6% | -35.0% | +41.6% | +5.0% |
| YTD | +12.3% | -37.1% | +49.5% | +11.1% |
| 1Y | +12.3% | -31.2% | +43.5% | +9.7% |
| All | +17.9% | -28.7% | +46.6% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling