+38.2%
SHEL vs FIGR
+1.6%
+36.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.4% | +0.3% |
| 7D | +3.9% | +1.0% | +2.9% | +4.0% |
| 30D | +7.0% | +31.4% | -24.4% | +7.9% |
| 3M | +12.5% | +30.3% | -17.8% | +13.4% |
| 6M | +14.8% | -7.6% | +22.4% | +15.3% |
| YTD | +34.2% | -10.5% | +44.6% | +33.5% |
| All | +38.2% | +1.6% | +36.6% | +37.5% |
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