+402.5%
WDC vs FIGR
+5.9%
+396.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +7.5% | +14.9% | -7.4% | +5.5% |
| 30D | +10.1% | +32.3% | -22.2% | +5.3% |
| 3M | -6.8% | +34.8% | -41.6% | -11.3% |
| 6M | +84.1% | +16.8% | +67.4% | +76.9% |
| YTD | +180.3% | -6.7% | +186.9% | +167.1% |
| All | +402.5% | +5.9% | +396.6% | +364.6% |
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