-3.3%
DOCU vs FIGR
-36.9%
+33.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.7% | -10.4% | -2.0% |
| 7D | -5.5% | +5.3% | -10.9% | -5.7% |
| 30D | +12.6% | -17.9% | +30.5% | +13.4% |
| 3M | +36.4% | -20.5% | +56.9% | +36.8% |
| 6M | +66.8% | -40.2% | +107.0% | +69.3% |
| YTD | +13.5% | -44.4% | +57.8% | +14.1% |
| 1Y | +11.3% | -36.3% | +47.6% | +9.8% |
| All | -3.3% | -36.9% | +33.6% | -6.0% |
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