+87.6%
SMH vs FIGR
-3.1%
+90.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.6% | +6.1% | +2.1% |
| 7D | +0.3% | -3.0% | +3.3% | +0.6% |
| 30D | -2.8% | +13.7% | -16.4% | -4.9% |
| 3M | -6.7% | +23.9% | -30.6% | -10.2% |
| 6M | +41.8% | -8.4% | +50.2% | +40.6% |
| YTD | +57.9% | -14.6% | +72.5% | +53.2% |
| 1Y | +87.6% | +12.1% | +75.6% | +76.4% |
| All | +87.6% | -3.1% | +90.8% | +76.4% |
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