+44.9%
PFG vs FIGR
+1.6%
+43.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +0.9% |
| 7D | -3.0% | +1.0% | -4.0% | -3.0% |
| 30D | +2.5% | +31.4% | -28.9% | +2.0% |
| 3M | +6.1% | +30.3% | -24.2% | +5.5% |
| 6M | +31.3% | -7.6% | +38.9% | +30.8% |
| YTD | +33.6% | -10.5% | +44.0% | +32.3% |
| All | +44.9% | +1.6% | +43.3% | +47.1% |
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