+15.1%
IGV vs ALAB
+262.8%
-247.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.4% | -0.8% |
| 7D | -5.2% | -26.3% | +21.1% | -2.3% |
| 30D | -10.0% | -50.1% | +40.1% | -3.6% |
| 3M | -0.5% | -42.5% | +41.9% | +4.5% |
| 6M | +12.6% | -10.8% | +23.5% | +9.6% |
| YTD | -6.4% | +14.6% | -21.1% | -13.4% |
| 1Y | -9.5% | +17.1% | -26.6% | -17.1% |
| All | +15.1% | +262.8% | -247.8% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling