+88.2%
FTI vs FIGR
+1.6%
+86.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -2.8% |
| 7D | -5.6% | +1.0% | -6.6% | -5.6% |
| 30D | +0.4% | +31.4% | -30.9% | +0.3% |
| 3M | +8.1% | +30.3% | -22.2% | +7.9% |
| 6M | +16.7% | -7.6% | +24.3% | +17.0% |
| YTD | +70.0% | -10.5% | +80.4% | +68.1% |
| All | +88.2% | +1.6% | +86.6% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling