+8.2%
V vs FIGR
+6.3%
+1.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.4% | -8.1% | -1.7% |
| 7D | -1.1% | +13.5% | -14.6% | -1.1% |
| 30D | +1.9% | +33.7% | -31.8% | +1.8% |
| 3M | +15.5% | +37.3% | -21.8% | +15.4% |
| 6M | +16.6% | +25.5% | -8.9% | +16.5% |
| YTD | +5.7% | -6.3% | +12.0% | +5.6% |
| All | +8.2% | +6.3% | +1.9% | +10.9% |
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