-39.8%
FIGR vs WTW
+8.6%
-48.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.0% | +1.2% | +4.3% |
| 7D | -1.3% | +4.9% | -6.2% | -1.1% |
| 30D | -17.6% | +17.1% | -34.7% | -16.9% |
| 3M | -16.7% | -0.3% | -16.4% | -17.2% |
| 6M | -36.1% | +30.7% | -66.8% | -35.0% |
| YTD | -43.6% | +3.7% | -47.4% | -37.2% |
| 1Y | -39.8% | +5.9% | -45.7% | -35.6% |
| All | -39.8% | +8.6% | -48.4% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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