+938.5%
IGV vs BEN
+408.5%
+530.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +2.3% | +6.8% | -4.5% | -0.7% |
| 30D | -6.0% | +18.0% | -24.0% | -13.0% |
| 3M | -4.8% | +7.5% | -12.3% | -8.2% |
| 6M | +14.2% | +14.7% | -0.5% | +6.6% |
| YTD | -4.2% | +56.1% | -60.3% | -22.9% |
| 1Y | -5.3% | +69.6% | -74.9% | -26.6% |
| 3Y | +38.8% | +87.7% | -48.9% | -1.1% |
| 5Y | +14.2% | +28.6% | -14.4% | -4.4% |
| 10Y | +357.6% | +59.8% | +297.8% | +207.2% |
| All | +938.5% | +408.5% | +530.0% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling