+10.6%
IBKR vs FIGR
-41.8%
+52.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.6% | -0.2% |
| 7D | -6.8% | -1.3% | -5.4% | -6.5% |
| 30D | -12.5% | -17.6% | +5.1% | -9.7% |
| 3M | -12.0% | -16.7% | +4.7% | -9.5% |
| 6M | -4.5% | -36.1% | +31.6% | +1.6% |
| YTD | +21.5% | -43.6% | +65.1% | +23.1% |
| 1Y | +10.6% | -39.8% | +50.5% | +10.5% |
| All | +10.6% | -41.8% | +52.5% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling