+26.2%
SPMO vs FIGR
+5.9%
+20.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +2.7% | +14.9% | -12.1% | +1.6% |
| 30D | +1.1% | +32.3% | -31.2% | -1.3% |
| 3M | +2.0% | +34.8% | -32.7% | -0.8% |
| 6M | +26.5% | +16.8% | +9.7% | +23.7% |
| YTD | +26.5% | -6.7% | +33.2% | +22.9% |
| All | +26.2% | +5.9% | +20.3% | +21.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling