+15.7%
RF vs FIGR
+6.3%
+9.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -1.4% |
| 7D | +2.7% | +13.5% | -10.9% | +2.1% |
| 30D | -3.4% | +33.7% | -37.1% | -4.7% |
| 3M | +6.4% | +37.3% | -31.0% | +4.5% |
| 6M | +13.4% | +25.5% | -12.1% | +11.4% |
| YTD | +14.2% | -6.3% | +20.5% | +11.0% |
| All | +15.7% | +6.3% | +9.4% | +14.7% |
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