+3.6%
GOOG vs IGV
-8.7%
+12.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.4% | +3.0% |
| 7D | -10.7% | -7.5% | -3.3% | -8.8% |
| 30D | -16.4% | -5.6% | -10.8% | -15.0% |
| 3M | -23.4% | +1.5% | -24.9% | -23.5% |
| 6M | -24.2% | +17.1% | -41.3% | -27.0% |
| YTD | -8.3% | -2.0% | -6.3% | -3.3% |
| 1Y | +3.6% | -7.5% | +11.1% | +13.8% |
| All | +3.6% | -8.7% | +12.3% | +13.8% |
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