+84.9%
EWT vs FIGR
-3.1%
+88.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.5% | +2.2% |
| 7D | -1.1% | -3.0% | +1.9% | -0.9% |
| 30D | +4.5% | +13.7% | -9.2% | +3.0% |
| 3M | +8.3% | +23.9% | -15.6% | +5.9% |
| 6M | +54.2% | -8.4% | +62.7% | +52.8% |
| YTD | +74.6% | -14.6% | +89.2% | +70.6% |
| 1Y | +84.9% | +12.1% | +72.8% | +79.7% |
| All | +84.9% | -3.1% | +88.0% | +79.7% |
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