+8.8%
IBN vs FIGR
-29.9%
+38.8%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.1% | +0.4% |
| 7D | +1.9% | +11.0% | -9.1% | +1.6% |
| 30D | +22.1% | +0.7% | +21.4% | +22.0% |
| 3M | +17.1% | -20.9% | +38.0% | +17.4% |
| 6M | +35.5% | -37.7% | +73.3% | +36.0% |
| YTD | +16.8% | -38.2% | +55.1% | +17.1% |
| 1Y | +12.4% | -27.1% | +39.5% | +13.4% |
| All | +8.8% | -29.9% | +38.8% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling