+309.2%
DELL vs FIGR
+1.6%
+307.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.3% | -5.2% |
| 7D | -1.9% | +1.0% | -2.9% | -1.9% |
| 30D | +14.9% | +31.4% | -16.5% | +13.7% |
| 3M | +37.2% | +30.3% | +6.9% | +35.6% |
| 6M | +254.0% | -7.6% | +261.6% | +249.9% |
| YTD | +306.1% | -10.5% | +316.6% | +298.4% |
| All | +309.2% | +1.6% | +307.7% | +287.4% |
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 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