+2.5%
GEN vs FIGR
+6.3%
-3.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.4% | -9.2% | -2.9% |
| 7D | -0.7% | +13.5% | -14.2% | -1.1% |
| 30D | +2.6% | +33.7% | -31.1% | +1.7% |
| 3M | +15.8% | +37.3% | -21.6% | +14.5% |
| 6M | +33.1% | +25.5% | +7.6% | +31.6% |
| YTD | +11.3% | -6.3% | +17.6% | +12.0% |
| All | +2.5% | +6.3% | -3.8% | +3.8% |
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