+309.2%
DELL vs IGV
-10.4%
+319.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.9% |
| 7D | -1.9% | -5.4% | +3.5% | +2.0% |
| 30D | +14.9% | -2.6% | +17.5% | +16.4% |
| 3M | +37.2% | +10.5% | +26.7% | +25.5% |
| 6M | +254.0% | +18.2% | +235.8% | +225.2% |
| YTD | +306.1% | -4.2% | +310.4% | +335.3% |
| All | +309.2% | -10.4% | +319.7% | +373.1% |
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