+973.2%
IGV vs ABT
+820.3%
+152.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -4.5% | -3.7% | -0.8% | -2.9% |
| 30D | +3.2% | +2.5% | +0.7% | +1.9% |
| 3M | +4.5% | +20.2% | -15.7% | -4.8% |
| 6M | +22.1% | -2.9% | +25.0% | +22.2% |
| YTD | -1.0% | -11.9% | +10.9% | +3.0% |
| 1Y | -2.1% | -16.5% | +14.4% | +4.1% |
| 3Y | +44.6% | +12.1% | +32.5% | +29.7% |
| 5Y | +22.2% | -7.4% | +29.6% | +20.2% |
| 10Y | +364.7% | +210.7% | +154.0% | +158.7% |
| All | +973.2% | +820.3% | +152.8% | +280.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling