+357.1%
IGV vs AMC
-98.7%
+455.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.2% |
| 7D | -2.3% | +5.5% | -7.8% | -2.4% |
| 30D | -11.0% | +16.1% | -27.1% | -11.4% |
| 3M | -4.5% | +43.0% | -47.4% | -5.5% |
| 6M | +10.1% | +130.7% | -120.6% | +7.0% |
| YTD | -5.1% | +121.8% | -126.8% | -7.8% |
| 1Y | -10.2% | +40.7% | -50.9% | -11.9% |
| 3Y | +37.7% | -56.8% | +94.5% | +37.1% |
| 5Y | +15.7% | -99.1% | +114.8% | +21.1% |
| 10Y | +357.1% | -98.7% | +455.8% | +370.9% |
| All | +357.1% | -98.7% | +455.8% | +370.9% |
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