+66.7%
AU vs FIGR
-3.1%
+69.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +1.1% |
| 7D | -4.3% | -3.0% | -1.2% | -3.9% |
| 30D | +7.3% | +13.7% | -6.3% | +6.0% |
| 3M | +26.3% | +23.9% | +2.5% | +23.4% |
| 6M | +1.8% | -8.4% | +10.2% | +1.2% |
| YTD | +26.8% | -14.6% | +41.4% | +26.0% |
| 1Y | +66.7% | +12.1% | +54.6% | +61.2% |
| All | +66.7% | -3.1% | +69.8% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling