+45.0%
AAPL vs IGV
-10.1%
+55.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | +3.8% | -2.9% | +6.8% | +4.3% |
| 30D | +9.9% | -1.5% | +11.4% | +10.0% |
| 3M | +12.5% | +11.7% | +0.8% | +10.2% |
| 6M | +27.6% | +18.4% | +9.2% | +23.1% |
| YTD | +22.6% | -3.9% | +26.5% | +25.1% |
| 1Y | +45.0% | -9.7% | +54.6% | +52.6% |
| All | +45.0% | -10.1% | +55.1% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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