+18.4%
IWM vs FIGR
-30.4%
+48.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | -0.2% |
| 7D | +1.4% | +11.0% | -9.6% | +0.6% |
| 30D | +2.3% | +0.7% | +1.6% | +2.0% |
| 3M | -8.3% | -20.9% | +12.6% | -7.4% |
| 6M | -1.3% | -37.7% | +36.4% | +0.6% |
| YTD | +13.5% | -38.2% | +51.8% | +13.3% |
| 1Y | +18.4% | -27.1% | +45.5% | +18.0% |
| All | +18.4% | -30.4% | +48.8% | +18.0% |
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