-5.3%
IGV vs ACN
+5.0%
-10.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +2.3% | -3.8% | +6.2% | +3.4% |
| 30D | -6.0% | +16.5% | -22.5% | -10.8% |
| 3M | -4.8% | +41.5% | -46.3% | -15.8% |
| 6M | +14.2% | +60.1% | -45.8% | -3.3% |
| YTD | -4.2% | -3.9% | -0.3% | -2.9% |
| 1Y | -5.3% | +4.1% | -9.4% | -4.9% |
| All | -5.3% | +5.0% | -10.3% | -4.9% |
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