+17.2%
IGV vs AMIX
-100.0%
+117.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.3% |
| 7D | +2.3% | -9.9% | +12.2% | +2.4% |
| 30D | -6.0% | -52.8% | +46.8% | -5.3% |
| 3M | -4.8% | -80.0% | +75.2% | -3.4% |
| 6M | +14.2% | -80.2% | +94.5% | +12.3% |
| YTD | -4.2% | -88.1% | +83.9% | -5.6% |
| 1Y | -5.3% | -91.1% | +85.8% | -6.6% |
| All | +17.2% | -100.0% | +117.2% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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