+29.6%
RTX vs FIGR
-32.8%
+62.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | +0.4% |
| 7D | +1.4% | +5.1% | -3.6% | +1.3% |
| 30D | +7.8% | -15.0% | +22.8% | +8.2% |
| 3M | -9.8% | -13.1% | +3.3% | -9.8% |
| 6M | +13.5% | -37.9% | +51.5% | +14.4% |
| YTD | +10.9% | -40.8% | +51.7% | +10.3% |
| 1Y | +14.0% | -33.1% | +47.1% | +12.6% |
| All | +29.6% | -32.8% | +62.4% | +28.6% |
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