-73.5%
OPEN vs FIGR
-3.1%
-70.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.3% | +0.5% |
| 7D | -11.4% | -3.0% | -8.4% | -11.0% |
| 30D | -20.1% | +13.7% | -33.7% | -22.0% |
| 3M | -37.6% | +23.9% | -61.5% | -39.9% |
| 6M | -47.1% | -8.4% | -38.6% | -47.4% |
| YTD | -52.1% | -14.6% | -37.5% | -53.3% |
| 1Y | -73.5% | +12.1% | -85.6% | -75.0% |
| All | -73.5% | -3.1% | -70.3% | -75.0% |
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 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