+33.8%
LH vs FIGR
-29.9%
+63.7%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.5% |
| 7D | +1.1% | +11.0% | -9.9% | +1.0% |
| 30D | +16.7% | +0.7% | +16.1% | +16.7% |
| 3M | +15.1% | -20.9% | +36.0% | +15.0% |
| 6M | +46.3% | -37.7% | +84.1% | +45.9% |
| YTD | +48.8% | -38.2% | +87.0% | +49.6% |
| 1Y | +39.7% | -27.1% | +66.8% | +41.4% |
| All | +33.8% | -29.9% | +63.7% | +37.8% |
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