+43.9%
IGV vs BA
-4.9%
+48.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.1% | -2.4% |
| 7D | -4.5% | +1.2% | -5.7% | -4.8% |
| 30D | +3.2% | -11.6% | +14.9% | +6.3% |
| 3M | +4.5% | -2.4% | +6.9% | +4.9% |
| 6M | +22.1% | -6.6% | +28.7% | +23.2% |
| YTD | -1.0% | -2.2% | +1.2% | -1.5% |
| 1Y | -2.1% | -8.0% | +5.9% | -1.2% |
| All | +43.9% | -4.9% | +48.7% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling