-38.3%
HDB vs FIGR
+1.6%
-39.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | -1.1% |
| 7D | -6.2% | +1.0% | -7.2% | -6.2% |
| 30D | -6.2% | +31.4% | -37.6% | -6.4% |
| 3M | -5.9% | +30.3% | -36.1% | -6.0% |
| 6M | -25.9% | -7.6% | -18.3% | -26.2% |
| YTD | -40.2% | -10.5% | -29.8% | -40.5% |
| All | -38.3% | +1.6% | -39.9% | -38.2% |
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 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