+1.5%
DRI vs FIGR
-3.1%
+4.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.8% | +1.1% |
| 7D | -3.2% | -3.0% | -0.2% | -3.2% |
| 30D | -7.8% | +13.7% | -21.5% | -7.7% |
| 3M | +0.4% | +23.9% | -23.5% | +0.6% |
| 6M | +4.8% | -8.4% | +13.2% | +4.6% |
| YTD | +16.7% | -14.6% | +31.3% | +17.5% |
| 1Y | +1.5% | +12.1% | -10.6% | +8.6% |
| All | +1.5% | -3.1% | +4.6% | +8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling