+41.3%
C vs FIGR
+6.3%
+35.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.4% |
| 7D | +3.2% | +13.5% | -10.4% | +1.8% |
| 30D | +1.3% | +33.7% | -32.4% | -2.2% |
| 3M | +3.1% | +37.3% | -34.2% | -1.1% |
| 6M | +29.6% | +25.5% | +4.1% | +24.5% |
| YTD | +19.0% | -6.3% | +25.3% | +15.6% |
| All | +41.3% | +6.3% | +35.0% | +38.1% |
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