-9.5%
IGV vs AMC
+24.6%
-34.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.3% |
| 7D | -5.2% | +2.6% | -7.8% | -5.4% |
| 30D | -10.0% | +9.0% | -19.0% | -10.8% |
| 3M | -0.5% | +22.2% | -22.7% | -2.8% |
| 6M | +12.6% | +91.5% | -78.8% | +1.3% |
| YTD | -6.4% | +101.3% | -107.7% | -18.3% |
| 1Y | -9.5% | +20.8% | -30.3% | -14.3% |
| All | -9.5% | +24.6% | -34.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling