+37.3%
IQV vs FIGR
-3.1%
+40.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.4% | +1.9% |
| 7D | -2.2% | -3.0% | +0.8% | -2.2% |
| 30D | +8.3% | +13.7% | -5.4% | +7.6% |
| 3M | +44.6% | +23.9% | +20.7% | +43.0% |
| 6M | +52.6% | -8.4% | +61.0% | +52.2% |
| YTD | +16.1% | -14.6% | +30.7% | +18.7% |
| 1Y | +37.3% | +12.1% | +25.2% | +42.5% |
| All | +37.3% | -3.1% | +40.4% | +42.5% |
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