+220.7%
IOVA vs FIGR
-29.9%
+250.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +1.8% |
| 7D | -3.5% | +11.0% | -14.5% | -4.2% |
| 30D | -45.4% | +0.7% | -46.1% | -45.5% |
| 3M | +19.0% | -20.9% | +39.9% | +19.8% |
| 6M | +112.0% | -37.7% | +149.8% | +113.1% |
| YTD | +184.2% | -38.2% | +222.5% | +183.0% |
| 1Y | +222.0% | -27.1% | +249.1% | +220.1% |
| All | +220.7% | -29.9% | +250.6% | +221.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling