+25.2%
PH vs FIGR
+6.3%
+18.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -0.9% |
| 7D | +0.4% | +13.5% | -13.1% | 0.0% |
| 30D | -10.8% | +33.7% | -44.5% | -11.8% |
| 3M | +8.5% | +37.3% | -28.9% | +7.1% |
| 6M | +3.9% | +25.5% | -21.6% | +2.8% |
| YTD | +9.4% | -6.3% | +15.7% | +7.6% |
| All | +25.2% | +6.3% | +18.9% | +21.9% |
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