+25.5%
FITB vs FIGR
-29.9%
+55.5%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.2% |
| 7D | +2.8% | +11.0% | -8.2% | +2.2% |
| 30D | +9.8% | +0.7% | +9.1% | +9.6% |
| 3M | -5.2% | -20.9% | +15.7% | -4.6% |
| 6M | +17.3% | -37.7% | +55.1% | +19.1% |
| YTD | +19.3% | -38.2% | +57.5% | +18.3% |
| 1Y | +32.7% | -27.1% | +59.8% | +30.2% |
| All | +25.5% | -29.9% | +55.5% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 10y: compounded portfolio wealth divided by compounded FIGR 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…
10y analysis · Full analysis span regression · 6 months rolling