+18.4%
IGV vs AMIX
-100.0%
+118.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -20.0% | +21.9% | +2.1% |
| 7D | -1.3% | -8.1% | +6.8% | -1.2% |
| 30D | -8.1% | -52.3% | +44.1% | -7.5% |
| 3M | -1.6% | -83.8% | +82.1% | 0.0% |
| 6M | +12.7% | -79.0% | +91.7% | +10.7% |
| YTD | -3.3% | -87.2% | +83.9% | -4.7% |
| 1Y | -7.9% | -91.7% | +83.8% | -9.2% |
| All | +18.4% | -100.0% | +118.4% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling