+35.9%
IQV vs FIGR
+6.3%
+29.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.4% | -9.6% | -3.4% |
| 7D | +0.3% | +13.5% | -13.2% | -0.2% |
| 30D | +8.6% | +33.7% | -25.1% | +7.3% |
| 3M | +41.1% | +37.3% | +3.8% | +39.1% |
| 6M | +48.6% | +25.5% | +23.0% | +46.7% |
| YTD | +15.0% | -6.3% | +21.3% | +17.2% |
| All | +35.9% | +6.3% | +29.6% | +40.7% |
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