-39.8%
FIGR vs HRB
+16.9%
-56.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.4% | -0.2% | +4.0% |
| 7D | -1.3% | +16.0% | -17.4% | -2.0% |
| 30D | -17.6% | +32.1% | -49.7% | -18.7% |
| 3M | -16.7% | +21.5% | -38.2% | -18.1% |
| 6M | -36.1% | +82.1% | -118.2% | -40.2% |
| YTD | -43.6% | +31.6% | -75.2% | -43.0% |
| 1Y | -39.8% | +15.9% | -55.7% | -45.8% |
| All | -39.8% | +16.9% | -56.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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