+23.0%
FIGR vs CASY
+36.2%
-13.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.0% | +9.4% | +6.5% |
| 7D | +13.5% | -4.4% | +17.9% | +13.8% |
| 30D | +33.7% | -12.0% | +45.7% | +34.7% |
| 3M | +37.3% | -2.3% | +39.7% | +35.7% |
| 6M | +25.5% | +10.5% | +15.0% | +22.3% |
| YTD | -6.3% | +33.0% | -39.3% | -6.7% |
| All | +23.0% | +36.2% | -13.2% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling