-9.7%
IGV vs ABT
-19.6%
+9.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.3% |
| 7D | -2.9% | -5.9% | +3.0% | -3.1% |
| 30D | -1.5% | -8.1% | +6.6% | -1.8% |
| 3M | +11.7% | +14.5% | -2.9% | +11.7% |
| 6M | +18.4% | -6.3% | +24.7% | +16.5% |
| YTD | -3.9% | -17.1% | +13.2% | -6.5% |
| 1Y | -9.7% | -21.4% | +11.7% | -11.4% |
| All | -9.7% | -19.6% | +9.9% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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