+41.1%
WWD vs FIGR
-3.1%
+44.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.6% | +6.0% | +1.6% |
| 7D | -2.6% | -3.0% | +0.4% | -2.4% |
| 30D | -6.9% | +13.7% | -20.6% | -7.8% |
| 3M | -13.0% | +23.9% | -36.9% | -14.4% |
| 6M | -12.5% | -8.4% | -4.0% | -12.9% |
| YTD | +11.8% | -14.6% | +26.5% | +8.1% |
| 1Y | +41.1% | +12.1% | +29.0% | +37.3% |
| All | +41.1% | -3.1% | +44.2% | +37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling