+19.6%
PFE vs FIGR
+5.9%
+13.7%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -4.3% | +14.9% | -19.1% | -4.2% |
| 30D | +2.7% | +32.3% | -29.6% | +3.1% |
| 3M | +10.0% | +34.8% | -24.8% | +10.5% |
| 6M | +7.2% | +16.8% | -9.6% | +7.6% |
| YTD | +17.3% | -6.7% | +24.0% | +18.0% |
| All | +19.6% | +5.9% | +13.7% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling