+914.8%
IGV vs ASX
+6,549.2%
-5,634.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.6% | -1.9% |
| 7D | -5.2% | -19.9% | +14.7% | 0.0% |
| 30D | -10.0% | -30.9% | +20.9% | -1.8% |
| 3M | -0.5% | -15.1% | +14.5% | +1.9% |
| 6M | +12.6% | -6.5% | +19.1% | +9.1% |
| YTD | -6.4% | +98.4% | -104.9% | -27.6% |
| 1Y | -9.5% | +107.9% | -117.4% | -30.9% |
| 3Y | +41.7% | +325.3% | -283.6% | -14.1% |
| 5Y | +12.7% | +447.3% | -434.6% | -37.1% |
| 10Y | +354.1% | +763.2% | -409.1% | +111.3% |
| All | +914.8% | +6,549.2% | -5,634.5% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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