+22.8%
IGV vs BBY
-1.5%
+24.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -5.4% | +0.7% | -6.1% | -5.6% |
| 30D | -2.6% | +5.8% | -8.4% | -4.6% |
| 3M | +10.5% | +18.0% | -7.5% | +4.6% |
| 6M | +18.2% | +39.8% | -21.7% | +5.4% |
| YTD | -4.2% | +35.4% | -39.6% | -14.1% |
| 1Y | -9.8% | +21.4% | -31.2% | -16.6% |
| 3Y | +39.1% | +39.5% | -0.4% | +15.1% |
| All | +22.8% | -1.5% | +24.3% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling