+4.5%
GEN vs FIGR
-29.9%
+34.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +2.4% |
| 7D | +2.0% | +11.0% | -8.9% | +1.6% |
| 30D | +27.7% | +0.7% | +27.1% | +27.6% |
| 3M | +3.3% | -20.9% | +24.2% | +3.9% |
| 6M | +31.8% | -37.7% | +69.5% | +33.2% |
| YTD | +13.5% | -38.2% | +51.7% | +15.7% |
| 1Y | +16.0% | -27.1% | +43.1% | +18.1% |
| All | +4.5% | -29.9% | +34.4% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling