+15.6%
FIGR vs IAG
+88.2%
-72.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.1% |
| 7D | -0.2% | -0.5% | +0.3% | 0.0% |
| 30D | +25.2% | +28.9% | -3.7% | +18.6% |
| 3M | +14.8% | +19.1% | -4.3% | +10.1% |
| 6M | +17.9% | -10.3% | +28.2% | +16.0% |
| YTD | -11.9% | +24.2% | -36.1% | -17.3% |
| All | +15.6% | +88.2% | -72.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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