+554.6%
IGV vs AMC
-97.5%
+652.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.3% | -5.7% | +2.4% |
| 7D | -0.4% | +6.6% | -7.0% | -0.6% |
| 30D | -9.9% | +14.1% | -24.0% | -10.3% |
| 3M | -1.2% | +31.3% | -32.5% | -2.2% |
| 6M | +11.3% | +126.7% | -115.3% | +7.9% |
| YTD | -4.0% | +117.9% | -121.9% | -7.1% |
| 1Y | -7.3% | +41.1% | -48.4% | -9.2% |
| 3Y | +42.8% | -61.0% | +103.7% | +42.4% |
| 5Y | +13.7% | -99.1% | +112.8% | +20.2% |
| 10Y | +354.8% | -98.7% | +453.5% | +401.7% |
| All | +554.6% | -97.5% | +652.1% | +517.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling