+200.4%
IOVA vs FIGR
-29.5%
+229.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.1% | -11.8% | -6.2% |
| 7D | -1.4% | +22.8% | -24.2% | -3.3% |
| 30D | -47.4% | -5.8% | -41.6% | -47.4% |
| 3M | +13.2% | -16.3% | +29.5% | +14.0% |
| 6M | +114.3% | -35.0% | +149.3% | +116.2% |
| YTD | +179.5% | -37.1% | +216.6% | +170.9% |
| 1Y | +200.4% | -31.2% | +231.6% | +183.8% |
| All | +200.4% | -29.5% | +229.9% | +183.8% |
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