+155.0%
HPE vs FIGR
-3.1%
+158.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -4.6% | +17.1% | +12.8% |
| 7D | +19.4% | -3.0% | +22.4% | +19.7% |
| 30D | +5.6% | +13.7% | -8.0% | +4.4% |
| 3M | +33.1% | +23.9% | +9.2% | +30.4% |
| 6M | +192.5% | -8.4% | +200.9% | +190.2% |
| YTD | +160.9% | -14.6% | +175.5% | +150.9% |
| 1Y | +155.0% | +12.1% | +142.9% | +143.4% |
| All | +155.0% | -3.1% | +158.1% | +143.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling