+208.1%
WDC vs FIGR
-29.9%
+238.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.7% |
| 7D | +12.1% | +11.0% | +1.1% | +10.3% |
| 30D | -18.8% | +0.7% | -19.5% | -19.0% |
| 3M | -39.3% | -20.9% | -18.4% | -37.8% |
| 6M | -40.1% | -37.7% | -2.4% | -37.3% |
| YTD | +71.8% | -38.2% | +110.0% | +72.8% |
| 1Y | +88.5% | -27.1% | +115.6% | +85.7% |
| All | +208.1% | -29.9% | +238.0% | +200.6% |
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