-7.5%
IGV vs ALLY
+4.2%
-11.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | -0.2% |
| 7D | -7.5% | +2.4% | -9.8% | -8.1% |
| 30D | -5.6% | +5.6% | -11.2% | -7.2% |
| 3M | +1.5% | -11.7% | +13.2% | +5.3% |
| 6M | +17.1% | -7.0% | +24.2% | +19.4% |
| YTD | -2.0% | -10.4% | +8.4% | +0.7% |
| 1Y | -7.5% | +2.4% | -9.9% | -10.1% |
| All | -7.5% | +4.2% | -11.8% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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