+362.3%
IGV vs AMC
-98.7%
+461.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.0% | +1.9% |
| 7D | -1.3% | -2.8% | +1.6% | -1.2% |
| 30D | -8.1% | +14.0% | -22.1% | -8.5% |
| 3M | -1.6% | +42.5% | -44.1% | -2.7% |
| 6M | +12.7% | +142.6% | -129.8% | +9.4% |
| YTD | -3.3% | +119.2% | -122.5% | -6.1% |
| 1Y | -7.9% | +40.7% | -48.6% | -9.6% |
| 3Y | +40.3% | -57.3% | +97.7% | +39.7% |
| 5Y | +17.3% | -99.1% | +116.4% | +22.9% |
| 10Y | +362.3% | -98.7% | +461.0% | +378.6% |
| All | +362.3% | -98.7% | +461.0% | +378.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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