+126.1%
AMD vs IGV
-9.0%
+135.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.6% | +6.2% |
| 7D | +44.7% | +2.5% | +42.3% | +43.3% |
| 30D | -3.3% | -8.6% | +5.2% | +0.4% |
| 3M | +21.2% | -1.6% | +22.8% | +23.0% |
| 6M | +30.6% | +13.4% | +17.1% | +24.7% |
| YTD | +173.3% | -4.0% | +177.3% | +182.2% |
| 1Y | +126.1% | -7.6% | +133.7% | +147.8% |
| All | +126.1% | -9.0% | +135.1% | +147.8% |
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