+11,791.0%
GOOGL vs IGV
+1,520.6%
+10,270.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.8% |
| 7D | +3.9% | +2.3% | +1.5% | +2.1% |
| 30D | -14.9% | -6.0% | -8.9% | -11.0% |
| 3M | -14.6% | -4.8% | -9.8% | -12.2% |
| 6M | -26.4% | +14.2% | -40.7% | -34.9% |
| YTD | -5.3% | -4.2% | -1.1% | -6.2% |
| 1Y | +6.5% | -5.3% | +11.7% | +6.2% |
| 3Y | +126.0% | +38.8% | +87.3% | +62.9% |
| 5Y | +100.8% | +14.2% | +86.6% | +66.2% |
| 10Y | +673.8% | +357.6% | +316.2% | +110.2% |
| All | +11,791.0% | +1,520.6% | +10,270.4% | +1,022.0% |
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