-35.5%
FIGR vs FGI
+41.8%
-77.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.8% |
| 7D | +5.6% | -4.1% | +9.7% | +5.8% |
| 30D | -18.2% | -3.4% | -14.9% | -18.1% |
| 3M | -19.0% | +61.8% | -80.8% | -23.3% |
| 6M | -38.0% | +17.0% | -55.0% | -40.4% |
| YTD | -42.9% | +31.4% | -74.3% | -48.7% |
| All | -35.5% | +41.8% | -77.3% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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