-5.3%
IGV vs ALAB
+43.1%
-48.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | -0.1% |
| 7D | +2.3% | +16.3% | -14.0% | +1.1% |
| 30D | -6.0% | -26.1% | +20.1% | -4.4% |
| 3M | -4.8% | -31.3% | +26.5% | -3.0% |
| 6M | +14.2% | -1.0% | +15.2% | +11.0% |
| YTD | -4.2% | +33.3% | -37.6% | -11.7% |
| 1Y | -5.3% | +53.5% | -58.8% | -13.8% |
| All | -5.3% | +43.1% | -48.4% | -13.8% |
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