+19.0%
AR vs FIGR
+6.3%
+12.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -0.4% |
| 7D | -1.8% | +13.5% | -15.4% | -1.0% |
| 30D | +12.6% | +33.7% | -21.1% | +14.9% |
| 3M | +10.0% | +37.3% | -27.3% | +12.7% |
| 6M | +0.6% | +25.5% | -24.9% | +3.1% |
| YTD | +13.4% | -6.3% | +19.7% | +14.7% |
| All | +19.0% | +6.3% | +12.7% | +23.2% |
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