+109.8%
AAPL vs IGV
+21.2%
+88.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.2% |
| 7D | -3.0% | -1.5% | -1.4% | -2.2% |
| 30D | +2.3% | -3.0% | +5.3% | +3.5% |
| 3M | +8.6% | +9.6% | -0.9% | +2.2% |
| 6M | +21.6% | +16.1% | +5.4% | +9.0% |
| YTD | +16.3% | -3.6% | +19.9% | +16.5% |
| 1Y | +35.1% | -7.8% | +42.9% | +38.7% |
| 3Y | +79.4% | +40.0% | +39.4% | +34.8% |
| 5Y | +109.8% | +21.2% | +88.6% | +57.9% |
| All | +109.8% | +21.2% | +88.7% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling