+76.2%
PBR vs FIGR
+1.6%
+74.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.2% | +2.1% |
| 7D | +4.2% | +1.0% | +3.2% | +4.3% |
| 30D | +22.7% | +31.4% | -8.6% | +23.6% |
| 3M | +21.5% | +30.3% | -8.8% | +22.3% |
| 6M | +24.0% | -7.6% | +31.6% | +24.7% |
| YTD | +88.2% | -10.5% | +98.7% | +86.6% |
| All | +76.2% | +1.6% | +74.6% | +75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling