+74.3%
STT vs FIGR
+6.3%
+68.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -1.7% |
| 7D | +2.2% | +13.5% | -11.4% | +1.3% |
| 30D | +3.9% | +33.7% | -29.8% | +1.6% |
| 3M | +19.2% | +37.3% | -18.2% | +16.0% |
| 6M | +60.4% | +25.5% | +34.8% | +56.2% |
| YTD | +51.5% | -6.3% | +57.8% | +45.8% |
| All | +74.3% | +6.3% | +68.0% | +70.3% |
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