+11.2%
PATH vs FIGR
-36.9%
+48.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.7% | -8.8% | -1.0% |
| 7D | -5.3% | +5.3% | -10.6% | -5.9% |
| 30D | -0.5% | -17.9% | +17.4% | +1.3% |
| 3M | -7.1% | -20.5% | +13.4% | -5.5% |
| 6M | +23.8% | -40.2% | +64.0% | +28.5% |
| YTD | -20.7% | -44.4% | +23.7% | -21.3% |
| 1Y | -8.1% | -36.3% | +28.3% | -12.2% |
| All | +11.2% | -36.9% | +48.1% | +13.9% |
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