+8,133.1%
BKNG vs IGV
+936.3%
+7,196.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -10.7% | -5.4% | -5.3% | -6.6% |
| 30D | -18.1% | -2.6% | -15.5% | -17.2% |
| 3M | +8.5% | +10.5% | -2.0% | -1.1% |
| 6M | -0.1% | +18.2% | -18.2% | -15.3% |
| YTD | -18.2% | -4.2% | -14.0% | -18.3% |
| 1Y | -19.9% | -9.8% | -10.0% | -16.4% |
| 3Y | +41.6% | +39.1% | +2.5% | +0.8% |
| 5Y | +93.1% | +21.2% | +71.9% | +48.3% |
| 10Y | +214.8% | +361.5% | -146.7% | -30.6% |
| All | +8,133.1% | +936.3% | +7,196.8% | +760.6% |
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