+1,012.7%
IGV vs ACN
+2,372.6%
-1,359.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.8% |
| 7D | -1.3% | -4.0% | +2.7% | +0.6% |
| 30D | -8.1% | +19.0% | -27.1% | -16.4% |
| 3M | -1.6% | +42.2% | -43.8% | -19.2% |
| 6M | +12.7% | +50.1% | -37.4% | -11.9% |
| YTD | -3.3% | -2.7% | -0.5% | -6.6% |
| 1Y | -7.9% | +7.6% | -15.5% | -15.8% |
| 3Y | +40.3% | -15.9% | +56.2% | +42.3% |
| 5Y | +17.3% | -24.4% | +41.7% | +25.4% |
| 10Y | +362.3% | +151.4% | +210.9% | +179.0% |
| All | +1,012.7% | +2,372.6% | -1,359.9% | +114.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling