-7.5%
IGV vs BB
+88.0%
-95.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.0% | -6.1% | -0.5% |
| 7D | -7.5% | -6.8% | -0.7% | -6.3% |
| 30D | -5.6% | -3.5% | -2.1% | -5.4% |
| 3M | +1.5% | -1.2% | +2.8% | +0.8% |
| 6M | +17.1% | +57.0% | -39.9% | +4.6% |
| YTD | -2.0% | +131.1% | -133.1% | -22.2% |
| 1Y | -7.5% | +87.6% | -95.1% | -24.1% |
| All | -7.5% | +88.0% | -95.5% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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