-33.1%
LII vs FIGR
+5.9%
-38.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -2.4% |
| 7D | +0.5% | +14.9% | -14.4% | 0.0% |
| 30D | -11.2% | +32.3% | -43.5% | -12.2% |
| 3M | -28.8% | +34.8% | -63.6% | -29.7% |
| 6M | -26.9% | +16.8% | -43.7% | -27.7% |
| YTD | -22.2% | -6.7% | -15.5% | -23.5% |
| All | -33.1% | +5.9% | -38.9% | -35.5% |
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