+17.7%
IGV vs AHR
+357.7%
-340.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | -1.5% | -4.3% | +2.8% | -1.0% |
| 30D | -3.0% | -3.1% | 0.0% | -2.8% |
| 3M | +9.6% | +15.7% | -6.1% | +7.3% |
| 6M | +16.1% | +4.1% | +12.0% | +15.5% |
| YTD | -3.6% | +15.4% | -19.1% | -6.7% |
| 1Y | -7.8% | +28.0% | -35.8% | -13.5% |
| All | +17.7% | +357.7% | -340.0% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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