+55.3%
BE vs IGV
-8.7%
+63.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.2% | -6.6% |
| 7D | -12.1% | -7.5% | -4.7% | -10.3% |
| 30D | -30.1% | -5.6% | -24.5% | -28.9% |
| 3M | -12.1% | +1.5% | -13.7% | -12.2% |
| 6M | -30.6% | +17.1% | -47.7% | -34.3% |
| YTD | +130.6% | -2.0% | +132.6% | +198.6% |
| 1Y | +55.3% | -7.5% | +62.8% | +156.5% |
| All | +55.3% | -8.7% | +63.9% | +156.5% |
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