-7.8%
IGV vs ALAB
+40.9%
-48.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.0% | -4.9% | -1.1% |
| 7D | -1.5% | +9.6% | -11.2% | -2.3% |
| 30D | -3.0% | -5.3% | +2.2% | -2.7% |
| 3M | +9.6% | -12.0% | +21.6% | +9.2% |
| 6M | +16.1% | +145.7% | -129.6% | +2.3% |
| YTD | -3.6% | +80.7% | -84.3% | -13.0% |
| 1Y | -7.8% | +40.1% | -48.0% | -15.2% |
| All | -7.8% | +40.9% | -48.7% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling