+92.1%
ROIV vs FIGR
-34.3%
+126.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.9% | -3.3% | +3.7% |
| 7D | +13.3% | +12.5% | +0.8% | +11.9% |
| 30D | +14.8% | -14.1% | +28.8% | +16.0% |
| 3M | +11.9% | -14.3% | +26.2% | +13.3% |
| 6M | +42.4% | -34.8% | +77.2% | +46.6% |
| YTD | +87.4% | -40.0% | +127.4% | +88.9% |
| All | +92.1% | -34.3% | +126.4% | +92.2% |
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