+38.8%
IGV vs BEN
+86.4%
-47.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.3% | +6.8% | -4.5% | +0.1% |
| 30D | -6.0% | +18.0% | -24.0% | -11.2% |
| 3M | -4.8% | +7.5% | -12.3% | -7.3% |
| 6M | +14.2% | +14.7% | -0.5% | +8.7% |
| YTD | -4.2% | +56.1% | -60.3% | -18.3% |
| 1Y | -5.3% | +69.6% | -74.9% | -21.5% |
| 3Y | +38.8% | +87.7% | -48.9% | +7.4% |
| All | +38.8% | +86.4% | -47.6% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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