-9.9%
IGV vs AIG
-1.6%
-8.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.4% | -2.4% | -3.0% | -5.4% |
| 30D | -2.6% | -2.9% | +0.3% | -2.7% |
| 3M | +10.5% | +0.8% | +9.7% | +10.7% |
| 6M | +18.2% | -2.7% | +20.8% | +17.8% |
| YTD | -4.2% | -11.2% | +7.0% | -4.7% |
| All | -9.9% | -1.6% | -8.4% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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