+19.6%
PFE vs FIGR
+6.3%
+13.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.4% | -8.7% | -2.3% |
| 7D | -2.7% | +13.5% | -16.2% | -2.6% |
| 30D | +3.8% | +33.7% | -29.9% | +4.3% |
| 3M | +10.4% | +37.3% | -27.0% | +10.9% |
| 6M | +6.3% | +25.5% | -19.3% | +6.9% |
| YTD | +17.4% | -6.3% | +23.7% | +18.1% |
| All | +19.6% | +6.3% | +13.3% | +25.3% |
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