+38.9%
IGV vs BEN
+53.1%
-14.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.3% |
| 7D | -1.5% | +3.4% | -4.9% | -2.7% |
| 30D | -3.0% | +1.8% | -4.8% | -3.7% |
| 3M | +9.6% | +8.4% | +1.2% | +6.5% |
| 6M | +16.1% | +35.6% | -19.5% | +4.0% |
| YTD | -3.6% | +46.4% | -50.0% | -15.9% |
| 1Y | -7.8% | +46.3% | -54.2% | -19.8% |
| All | +38.9% | +53.1% | -14.2% | +13.9% |
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