+33.9%
IBKR vs FIGR
-11.3%
+45.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.6% | +6.8% | +3.4% |
| 7D | -1.3% | -3.0% | +1.7% | -0.8% |
| 30D | -0.2% | +13.7% | -13.9% | -3.6% |
| 3M | +3.0% | +23.9% | -20.9% | -3.1% |
| 6M | +33.9% | -8.4% | +42.3% | +34.4% |
| All | +33.9% | -11.3% | +45.1% | +34.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling