-7.9%
IGV vs BA
-10.4%
+2.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | -1.3% | -1.4% | +0.1% | -1.1% |
| 30D | -8.1% | -7.9% | -0.2% | -7.0% |
| 3M | -1.6% | -25.2% | +23.5% | +3.2% |
| 6M | +12.7% | -26.7% | +39.5% | +18.1% |
| YTD | -3.3% | -19.6% | +16.4% | -0.8% |
| 1Y | -7.9% | -10.6% | +2.7% | -7.3% |
| All | -7.9% | -10.4% | +2.5% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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