+107.5%
SOXX vs FIGR
-3.1%
+110.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.6% | +6.5% | +2.6% |
| 7D | +1.4% | -3.0% | +4.4% | +1.8% |
| 30D | -3.6% | +13.7% | -17.2% | -5.9% |
| 3M | -10.2% | +23.9% | -34.0% | -13.7% |
| 6M | +54.2% | -8.4% | +62.7% | +52.9% |
| YTD | +75.2% | -14.6% | +89.8% | +69.4% |
| 1Y | +107.5% | +12.1% | +95.4% | +93.5% |
| All | +107.5% | -3.1% | +110.6% | +93.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling