+51.6%
SN vs FIGR
+6.3%
+45.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | +0.6% |
| 7D | +0.1% | +13.5% | -13.4% | -0.6% |
| 30D | -5.6% | +33.7% | -39.3% | -7.3% |
| 3M | +48.1% | +37.3% | +10.7% | +44.8% |
| 6M | +57.6% | +25.5% | +32.1% | +54.8% |
| YTD | +56.5% | -6.3% | +62.8% | +55.1% |
| All | +51.6% | +6.3% | +45.3% | +46.5% |
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