+29.1%
USFD vs FIGR
+6.3%
+22.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -0.8% |
| 7D | -3.3% | +13.5% | -16.9% | -3.2% |
| 30D | -5.3% | +33.7% | -39.0% | -5.0% |
| 3M | +18.8% | +37.3% | -18.6% | +19.2% |
| 6M | +14.3% | +25.5% | -11.3% | +14.7% |
| YTD | +36.9% | -6.3% | +43.2% | +37.4% |
| All | +29.1% | +6.3% | +22.8% | +31.5% |
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 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