-7.1%
IGV vs APD
+6.0%
-13.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.9% |
| 7D | -3.3% | -2.5% | -0.8% | -3.6% |
| 30D | 0.0% | -1.9% | +1.9% | -0.2% |
| 3M | +7.3% | +8.2% | -0.9% | +8.6% |
| 6M | +16.7% | +10.7% | +6.0% | +17.8% |
| YTD | -2.8% | +22.9% | -25.8% | -1.8% |
| All | -7.1% | +6.0% | -13.1% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling