+22.5%
FIGR vs BTG
+28.5%
-6.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.0% | -0.8% |
| 7D | +14.9% | +2.4% | +12.5% | +14.1% |
| 30D | +32.3% | +9.5% | +22.8% | +29.6% |
| 3M | +34.8% | +38.5% | -3.7% | +24.0% |
| 6M | +16.8% | +5.6% | +11.1% | +13.8% |
| YTD | -6.7% | +23.9% | -30.6% | -11.4% |
| All | +22.5% | +28.5% | -6.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling