+44.6%
BEN vs FIGR
+5.9%
+38.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | +3.4% | +14.9% | -11.5% | +2.2% |
| 30D | +1.8% | +32.3% | -30.5% | -0.7% |
| 3M | +8.4% | +34.8% | -26.4% | +5.2% |
| 6M | +35.6% | +16.8% | +18.8% | +32.7% |
| YTD | +46.4% | -6.7% | +53.0% | +42.7% |
| All | +44.6% | +5.9% | +38.7% | +42.8% |
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