+74.7%
PBR vs FIGR
-3.1%
+77.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | -0.9% |
| 7D | +5.4% | -3.0% | +8.4% | +5.3% |
| 30D | +22.9% | +13.7% | +9.2% | +23.3% |
| 3M | +19.6% | +23.9% | -4.2% | +20.3% |
| 6M | +16.5% | -8.4% | +24.9% | +17.0% |
| YTD | +86.7% | -14.6% | +101.3% | +84.8% |
| 1Y | +74.7% | +12.1% | +62.6% | +73.7% |
| All | +74.7% | -3.1% | +77.9% | +73.7% |
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