+11.5%
XYZ vs FIGR
-0.1%
+11.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.7% |
| 7D | -1.0% | -0.2% | -0.7% | -1.0% |
| 30D | -1.7% | +25.2% | -26.9% | -3.8% |
| 3M | +16.7% | +14.8% | +1.9% | +14.7% |
| 6M | +26.9% | +17.9% | +8.9% | +24.2% |
| YTD | +27.1% | -11.9% | +39.1% | +25.3% |
| All | +11.5% | -0.1% | +11.6% | +5.0% |
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