+12.6%
MDB vs FIGR
+1.6%
+11.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.1% | +8.4% | +4.8% |
| 7D | -2.8% | +1.0% | -3.7% | -2.9% |
| 30D | -14.9% | +31.4% | -46.2% | -17.8% |
| 3M | +7.3% | +30.3% | -22.9% | +3.3% |
| 6M | +38.2% | -7.6% | +45.8% | +36.9% |
| YTD | -10.9% | -10.5% | -0.5% | -12.0% |
| All | +12.6% | +1.6% | +11.0% | +7.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling