+18.5%
IGV vs ALAB
+471.8%
-453.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.0% | -4.9% | -1.2% |
| 7D | -1.5% | +9.6% | -11.2% | -2.6% |
| 30D | -3.0% | -5.3% | +2.2% | -2.6% |
| 3M | +9.6% | -12.0% | +21.6% | +9.3% |
| 6M | +16.1% | +145.7% | -129.6% | +0.3% |
| YTD | -3.6% | +80.7% | -84.3% | -14.4% |
| 1Y | -7.8% | +40.1% | -48.0% | -16.5% |
| All | +18.5% | +471.8% | -453.3% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 10y: compounded portfolio wealth divided by compounded ALAB 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…
10y analysis · Full analysis span regression · 6 months rolling