-12.8%
BKNG vs IGV
-1.8%
-11.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.2% |
| 7D | -6.0% | -4.5% | -1.5% | -4.5% |
| 30D | -6.6% | +3.2% | -9.9% | -8.2% |
| 3M | +15.7% | +4.5% | +11.2% | +12.6% |
| 6M | +14.1% | +22.1% | -8.0% | +2.5% |
| YTD | -9.3% | -1.0% | -8.3% | -12.7% |
| 1Y | -12.8% | -2.1% | -10.7% | -13.4% |
| All | -12.8% | -1.8% | -11.0% | -13.4% |
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 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