+7.9%
XYZ vs FIGR
+6.3%
+1.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.4% | -9.6% | -3.8% |
| 7D | +2.9% | +13.5% | -10.7% | +1.6% |
| 30D | +1.4% | +33.7% | -32.3% | -1.4% |
| 3M | +14.6% | +37.3% | -22.8% | +10.8% |
| 6M | +20.8% | +25.5% | -4.8% | +17.6% |
| YTD | +23.1% | -6.3% | +29.4% | +20.5% |
| All | +7.9% | +6.3% | +1.6% | +1.0% |
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