-61.7%
ORCL vs FIGR
-36.9%
-24.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.7% | -7.9% | -0.7% |
| 7D | -11.2% | +5.3% | -16.5% | -12.0% |
| 30D | -18.8% | -17.9% | -0.9% | -16.2% |
| 3M | -18.8% | -20.5% | +1.8% | -16.0% |
| 6M | -39.7% | -40.2% | +0.5% | -35.7% |
| YTD | -39.6% | -44.4% | +4.7% | -37.4% |
| 1Y | -51.7% | -36.3% | -15.4% | -51.3% |
| All | -61.7% | -36.9% | -24.8% | -62.2% |
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