+938.5%
IGV vs ABT
+827.6%
+110.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.8% |
| 7D | +2.3% | -1.3% | +3.6% | +2.9% |
| 30D | -6.0% | +6.0% | -12.0% | -8.7% |
| 3M | -4.8% | -1.9% | -2.9% | -4.6% |
| 6M | +14.2% | +31.2% | -16.9% | -0.5% |
| YTD | -4.2% | -11.2% | +7.0% | -1.1% |
| 1Y | -5.3% | -14.0% | +8.7% | -0.9% |
| 3Y | +38.8% | +20.7% | +18.1% | +19.9% |
| 5Y | +14.2% | -6.7% | +20.9% | +11.6% |
| 10Y | +357.6% | +226.3% | +131.3% | +148.6% |
| All | +938.5% | +827.6% | +110.9% | +265.1% |
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