+45.9%
FIX vs FIGR
-29.9%
+75.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.1% |
| 7D | +9.4% | +11.0% | -1.5% | +7.6% |
| 30D | -27.8% | +0.7% | -28.5% | -28.1% |
| 3M | -35.6% | -20.9% | -14.7% | -34.2% |
| 6M | -45.2% | -37.7% | -7.5% | -42.8% |
| YTD | +19.5% | -38.2% | +57.7% | +18.8% |
| 1Y | +24.2% | -27.1% | +51.3% | +18.1% |
| All | +45.9% | -29.9% | +75.8% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling