+401.2%
AMD vs IGV
+39.8%
+361.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.6% | +6.5% |
| 7D | +44.7% | +2.5% | +42.3% | +42.1% |
| 30D | -3.3% | -8.6% | +5.2% | +5.1% |
| 3M | +21.2% | -1.6% | +22.8% | +22.6% |
| 6M | +30.6% | +13.4% | +17.1% | +14.0% |
| YTD | +173.3% | -4.0% | +177.3% | +182.1% |
| 1Y | +126.1% | -7.6% | +133.7% | +145.0% |
| All | +401.2% | +39.8% | +361.3% | +230.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling