-7.8%
IGV vs ACN
-29.6%
+21.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.2% |
| 7D | -1.5% | -6.3% | +4.8% | +0.7% |
| 30D | -3.0% | -1.4% | -1.7% | -2.6% |
| 3M | +9.6% | +2.6% | +7.0% | +8.6% |
| 6M | +16.1% | -14.3% | +30.4% | +23.2% |
| YTD | -3.6% | -33.1% | +29.5% | +10.1% |
| 1Y | -7.8% | -28.8% | +21.0% | +3.7% |
| All | -7.8% | -29.6% | +21.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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