-9.7%
IGV vs BBY
+24.8%
-34.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.1% |
| 7D | -2.9% | +0.6% | -3.5% | -3.0% |
| 30D | -1.5% | +9.4% | -10.9% | -3.0% |
| 3M | +11.7% | +19.3% | -7.7% | +8.2% |
| 6M | +18.4% | +47.9% | -29.5% | +9.9% |
| YTD | -3.9% | +39.6% | -43.5% | -10.6% |
| 1Y | -9.7% | +22.2% | -31.8% | -13.9% |
| All | -9.7% | +24.8% | -34.5% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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