-3.4%
NDAQ vs FIGR
-3.1%
-0.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.1% | -0.2% |
| 7D | -5.6% | -3.0% | -2.5% | -5.4% |
| 30D | -4.4% | +13.7% | -18.0% | -5.5% |
| 3M | +5.9% | +23.9% | -18.0% | +3.6% |
| 6M | +7.7% | -8.4% | +16.2% | +6.9% |
| YTD | -5.2% | -14.6% | +9.5% | -5.3% |
| 1Y | -3.4% | +12.1% | -15.5% | -0.5% |
| All | -3.4% | -3.1% | -0.2% | -0.5% |
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