+5.3%
GEN vs FIGR
-32.8%
+38.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.6% | -1.5% | +2.0% |
| 7D | -0.8% | +5.1% | -5.9% | -1.0% |
| 30D | +31.2% | -15.0% | +46.2% | +31.8% |
| 3M | +6.1% | -13.1% | +19.2% | +6.5% |
| 6M | +38.1% | -37.9% | +76.1% | +39.6% |
| YTD | +14.4% | -40.8% | +55.2% | +16.7% |
| 1Y | +15.1% | -33.1% | +48.3% | +17.5% |
| All | +5.3% | -32.8% | +38.1% | +8.2% |
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 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