-9.3%
IGV vs ADI
+48.9%
-58.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | -1.5% | +2.6% | -4.2% | -1.6% |
| 30D | -3.0% | -4.6% | +1.6% | -3.0% |
| 3M | +9.6% | -9.5% | +19.1% | +9.3% |
| 6M | +16.1% | +14.8% | +1.3% | +10.9% |
| YTD | -3.6% | +35.8% | -39.5% | -13.7% |
| All | -9.3% | +48.9% | -58.1% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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