-16.7%
TRI vs FIGR
-41.8%
+25.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.2% | +2.2% | +6.3% |
| 7D | +1.0% | -1.3% | +2.3% | +1.0% |
| 30D | +20.8% | -17.6% | +38.4% | +21.4% |
| 3M | +8.1% | -16.7% | +24.8% | +8.2% |
| 6M | +24.2% | -36.1% | +60.3% | +24.9% |
| YTD | -7.8% | -43.6% | +35.9% | -5.1% |
| 1Y | -16.7% | -39.8% | +23.2% | -14.3% |
| All | -16.7% | -41.8% | +25.2% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling