+143.3%
AAPL vs IGV
+14.0%
+129.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.5% |
| 7D | +4.1% | +2.3% | +1.8% | +2.9% |
| 30D | +4.0% | -6.0% | +10.0% | +7.0% |
| 3M | +16.8% | -4.8% | +21.6% | +18.6% |
| 6M | +19.4% | +14.2% | +5.2% | +8.0% |
| YTD | +31.5% | -4.2% | +35.7% | +31.2% |
| 1Y | +31.0% | -5.3% | +36.3% | +31.4% |
| 3Y | +95.3% | +38.8% | +56.5% | +46.6% |
| All | +143.3% | +14.0% | +129.4% | +87.7% |
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