+248.3%
IOVA vs FIGR
+5.9%
+242.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.1% |
| 7D | -2.2% | +14.9% | -17.1% | -2.6% |
| 30D | +31.7% | +32.3% | -0.6% | +30.6% |
| 3M | +117.3% | +34.8% | +82.5% | +115.3% |
| 6M | +55.8% | +16.8% | +39.0% | +54.9% |
| YTD | +208.8% | -6.7% | +215.5% | +203.8% |
| All | +248.3% | +5.9% | +242.5% | +245.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling