+132.5%
GOOGL vs IGV
+21.2%
+111.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.8% |
| 7D | -1.9% | -1.5% | -0.3% | -0.9% |
| 30D | -7.5% | -3.0% | -4.4% | -6.1% |
| 3M | -9.2% | +9.6% | -18.7% | -14.9% |
| 6M | +8.1% | +16.1% | -8.1% | -4.3% |
| YTD | +5.8% | -3.6% | +9.5% | +6.2% |
| 1Y | +38.3% | -7.8% | +46.2% | +43.1% |
| 3Y | +144.8% | +40.0% | +104.8% | +78.8% |
| 5Y | +132.5% | +21.2% | +111.3% | +75.4% |
| All | +132.5% | +21.2% | +111.4% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling