+27.4%
S vs FIGR
-31.9%
+59.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +7.9% | +0.1% | +7.4% |
| 7D | +1.6% | +12.5% | -11.0% | +0.7% |
| 30D | -10.5% | -14.1% | +3.6% | -9.6% |
| 3M | +9.9% | -14.3% | +24.2% | +10.5% |
| 6M | +41.8% | -34.8% | +76.6% | +44.4% |
| YTD | +56.8% | -40.0% | +96.8% | +57.5% |
| 1Y | +39.0% | -32.9% | +71.9% | +37.2% |
| All | +27.4% | -31.9% | +59.3% | +24.0% |
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