+129.4%
LITE vs FIGR
-34.3%
+163.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.9% | +2.8% | +9.0% |
| 7D | -12.9% | +12.5% | -25.4% | -14.7% |
| 30D | -46.0% | -14.1% | -31.9% | -44.4% |
| 3M | -33.0% | -14.3% | -18.7% | -31.5% |
| 6M | -34.0% | -34.8% | +0.8% | -30.2% |
| YTD | +61.7% | -40.0% | +101.7% | +51.9% |
| All | +129.4% | -34.3% | +163.7% | +106.3% |
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