+22.5%
FIGR vs CASY
+16.8%
+5.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.2% | +13.9% | +0.2% |
| 7D | +14.9% | -16.5% | +31.4% | +15.7% |
| 30D | +32.3% | -26.4% | +58.7% | +34.2% |
| 3M | +34.8% | -17.3% | +52.1% | +34.5% |
| 6M | +16.8% | -5.2% | +22.0% | +14.5% |
| YTD | -6.7% | +14.1% | -20.7% | -6.5% |
| All | +22.5% | +16.8% | +5.7% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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