+14.8%
IGV vs AMC
-99.2%
+114.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | 0.0% |
| 7D | +2.3% | +3.5% | -1.2% | +2.0% |
| 30D | -6.0% | +12.5% | -18.5% | -7.0% |
| 3M | -4.8% | +23.6% | -28.4% | -6.7% |
| 6M | +14.2% | +144.4% | -130.1% | +4.5% |
| YTD | -4.2% | +108.3% | -112.6% | -11.9% |
| 1Y | -5.3% | +38.9% | -44.2% | -10.2% |
| 3Y | +38.8% | -58.9% | +97.6% | +38.9% |
| All | +14.8% | -99.2% | +114.0% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling