+58.5%
AMAT vs IGV
-8.3%
+66.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +10.9% |
| 7D | -1.1% | -0.4% | -0.6% | -0.9% |
| 30D | -26.9% | -9.9% | -17.0% | -26.3% |
| 3M | -31.2% | -1.2% | -30.0% | -30.7% |
| 6M | -14.7% | +11.3% | -26.0% | -14.6% |
| YTD | +44.7% | -4.0% | +48.7% | +66.8% |
| All | +58.5% | -8.3% | +66.8% | +96.3% |
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