+22.5%
FIGR vs RVTY
+50.1%
-27.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.9% |
| 7D | +14.9% | -5.4% | +20.3% | +18.0% |
| 30D | +32.3% | +6.7% | +25.5% | +27.4% |
| 3M | +34.8% | +19.0% | +15.8% | +21.9% |
| 6M | +16.8% | +34.6% | -17.9% | -2.6% |
| YTD | -6.7% | +28.3% | -34.9% | -18.7% |
| All | +22.5% | +50.1% | -27.5% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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