-6.7%
EFX vs FIGR
-41.8%
+35.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +2.2% |
| 7D | +9.2% | -1.3% | +10.5% | +9.2% |
| 30D | +34.8% | -17.6% | +52.4% | +35.6% |
| 3M | +8.8% | -16.7% | +25.5% | +9.4% |
| 6M | +12.3% | -36.1% | +48.4% | +13.3% |
| YTD | -10.6% | -43.6% | +33.0% | -7.6% |
| 1Y | -6.7% | -39.8% | +33.1% | -3.4% |
| All | -6.7% | -41.8% | +35.1% | -3.4% |
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 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