+4.1%
MDLZ vs FIGR
+5.9%
-1.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | 0.0% | +14.9% | -14.9% | +0.7% |
| 30D | +1.4% | +32.3% | -30.8% | +3.1% |
| 3M | 0.0% | +34.8% | -34.8% | +2.1% |
| 6M | +9.1% | +16.8% | -7.6% | +11.0% |
| YTD | +17.9% | -6.7% | +24.6% | +19.9% |
| All | +4.1% | +5.9% | -1.8% | +6.8% |
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 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