+36.1%
DVA vs FIGR
+1.6%
+34.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | -1.3% |
| 7D | -0.2% | +1.0% | -1.2% | -0.1% |
| 30D | +1.7% | +31.4% | -29.7% | +4.4% |
| 3M | -8.7% | +30.3% | -38.9% | -5.7% |
| 6M | +19.7% | -7.6% | +27.3% | +20.3% |
| YTD | +59.6% | -10.5% | +70.1% | +58.7% |
| All | +36.1% | +1.6% | +34.5% | +38.4% |
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 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