+15.1%
NDAQ vs FIGR
-28.7%
+43.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.1% | -7.1% | -1.4% |
| 7D | +1.7% | +22.8% | -21.1% | +0.1% |
| 30D | +16.2% | -5.8% | +22.0% | +16.5% |
| 3M | +14.0% | -16.3% | +30.3% | +14.8% |
| 6M | +22.3% | -35.0% | +57.3% | +24.5% |
| YTD | +13.0% | -37.1% | +50.1% | +15.1% |
| 1Y | +24.0% | -31.2% | +55.2% | +26.1% |
| All | +15.1% | -28.7% | +43.8% | +21.0% |
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