-15.9%
TRU vs FIGR
-3.1%
-12.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.6% | +5.6% | +1.2% |
| 7D | -2.7% | -3.0% | +0.3% | -2.6% |
| 30D | -2.0% | +13.7% | -15.7% | -2.7% |
| 3M | +18.4% | +23.9% | -5.4% | +17.1% |
| 6M | +8.9% | -8.4% | +17.3% | +8.3% |
| YTD | -8.9% | -14.6% | +5.7% | -7.4% |
| 1Y | -15.9% | +12.1% | -28.0% | -11.1% |
| All | -15.9% | -3.1% | -12.7% | -11.1% |
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