+6.7%
HCA vs FIGR
-3.1%
+9.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.6% | +6.0% | +1.4% |
| 7D | +5.4% | -3.0% | +8.4% | +5.4% |
| 30D | +3.0% | +13.7% | -10.7% | +2.9% |
| 3M | +13.0% | +23.9% | -10.9% | +13.0% |
| 6M | -20.3% | -8.4% | -11.8% | -20.4% |
| YTD | -8.2% | -14.6% | +6.4% | -9.1% |
| 1Y | +6.7% | +12.1% | -5.4% | +7.8% |
| All | +6.7% | -3.1% | +9.8% | +7.8% |
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 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