-71.0%
SMR vs FIGR
+1.6%
-72.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.1% | -1.5% | -3.9% |
| 7D | +4.7% | +1.0% | +3.7% | +4.6% |
| 30D | +3.2% | +31.4% | -28.1% | -8.0% |
| 3M | +9.9% | +30.3% | -20.4% | -2.7% |
| 6M | -15.1% | -7.6% | -7.5% | -14.8% |
| YTD | -27.9% | -10.5% | -17.5% | -34.3% |
| All | -71.0% | +1.6% | -72.6% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling