+537.9%
IGV vs AMC
-97.7%
+635.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.2% |
| 7D | -5.2% | +2.6% | -7.8% | -5.3% |
| 30D | -10.0% | +9.0% | -19.0% | -10.2% |
| 3M | -0.5% | +22.2% | -22.7% | -1.3% |
| 6M | +12.6% | +91.5% | -78.8% | +9.7% |
| YTD | -6.4% | +101.3% | -107.7% | -9.2% |
| 1Y | -9.5% | +20.8% | -30.3% | -10.9% |
| 3Y | +41.7% | -71.3% | +113.0% | +42.6% |
| 5Y | +12.7% | -99.2% | +111.9% | +19.5% |
| 10Y | +354.1% | -98.7% | +452.8% | +394.0% |
| All | +537.9% | -97.7% | +635.7% | +503.7% |
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