+179.5%
STX vs FIGR
-28.7%
+208.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.1% | -7.3% | -2.1% |
| 7D | +16.8% | +22.8% | -6.0% | +13.4% |
| 30D | -27.0% | -5.8% | -21.2% | -26.6% |
| 3M | -37.9% | -16.3% | -21.5% | -36.8% |
| 6M | -32.5% | -35.0% | +2.5% | -29.8% |
| YTD | +98.6% | -37.1% | +135.7% | +103.3% |
| 1Y | +93.6% | -31.2% | +124.8% | +96.0% |
| All | +179.5% | -28.7% | +208.2% | +180.6% |
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