+23.0%
FIGR vs BUD
+37.3%
-14.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +5.8% |
| 7D | +13.5% | +0.8% | +12.8% | +14.2% |
| 30D | +33.7% | -4.8% | +38.5% | +28.8% |
| 3M | +37.3% | +1.4% | +36.0% | +39.8% |
| 6M | +25.5% | +9.9% | +15.7% | +31.9% |
| YTD | -6.3% | +26.3% | -32.7% | +26.2% |
| All | +23.0% | +37.3% | -14.3% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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