+278.9%
LITE vs FIGR
-28.7%
+307.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.1% | -9.7% | -5.0% |
| 7D | +22.6% | +22.8% | -0.3% | +17.2% |
| 30D | -36.8% | -5.8% | -31.0% | -36.1% |
| 3M | -33.0% | -16.3% | -16.7% | -31.3% |
| 6M | -37.1% | -35.0% | -2.0% | -33.3% |
| YTD | +69.5% | -37.1% | +106.6% | +64.4% |
| 1Y | +146.1% | -31.2% | +177.3% | +131.4% |
| All | +278.9% | -28.7% | +307.5% | +239.4% |
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 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