+143.3%
DELL vs IGV
-8.7%
+152.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -9.5% |
| 7D | -24.6% | -7.5% | -17.1% | -20.1% |
| 30D | -32.5% | -5.6% | -26.9% | -29.3% |
| 3M | -20.2% | +1.5% | -21.7% | -21.1% |
| 6M | +76.5% | +17.1% | +59.4% | +65.0% |
| YTD | +198.9% | -2.0% | +200.9% | +206.3% |
| 1Y | +143.3% | -7.5% | +150.8% | +163.9% |
| All | +143.3% | -8.7% | +152.0% | +163.9% |
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