+2,607.6%
AMD vs IGV
+946.9%
+1,660.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +5.1% |
| 7D | +13.1% | -1.3% | +14.4% | +16.1% |
| 30D | -7.0% | -8.1% | +1.2% | +4.3% |
| 3M | +16.6% | -1.6% | +18.2% | +17.6% |
| 6M | +20.5% | +12.7% | +7.8% | +0.5% |
| YTD | +158.2% | -3.3% | +161.4% | +148.7% |
| 1Y | +132.8% | -7.9% | +140.7% | +138.4% |
| 3Y | +366.2% | +40.3% | +325.9% | +190.1% |
| 5Y | +278.7% | +17.3% | +261.4% | +204.3% |
| 10Y | +8,164.6% | +362.3% | +7,802.3% | +1,288.3% |
| All | +2,607.6% | +946.9% | +1,660.8% | +109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling