-55.8%
FIG vs IBN
-4.0%
-51.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.6% | -4.3% |
| 7D | -16.3% | +1.4% | -17.7% | -16.4% |
| 30D | -14.3% | -0.3% | -14.0% | -14.2% |
| 3M | +7.2% | +17.1% | -10.0% | +5.4% |
| 6M | -18.6% | +3.4% | -22.0% | -20.5% |
| YTD | -35.5% | +2.5% | -38.0% | -35.8% |
| 1Y | -55.8% | -4.2% | -51.6% | -54.8% |
| All | -55.8% | -4.0% | -51.8% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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