+12.1%
FIGR vs WTW
-3.2%
+15.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.6% |
| 7D | -3.0% | -5.7% | +2.7% | -3.9% |
| 30D | +13.7% | -7.3% | +20.9% | +12.5% |
| 3M | +23.9% | +21.5% | +2.4% | +27.3% |
| 6M | -8.4% | +9.6% | -18.1% | -5.7% |
| YTD | -14.6% | -3.3% | -11.3% | -9.4% |
| 1Y | +12.1% | -6.1% | +18.2% | +17.8% |
| All | +12.1% | -3.2% | +15.2% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling