+9.8%
IGV vs BIYA
-99.9%
+109.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.5% | +1.9% |
| 7D | -1.3% | +2.5% | -3.8% | -1.3% |
| 30D | -8.1% | -22.3% | +14.2% | -8.1% |
| 3M | -1.6% | -54.8% | +53.2% | -1.5% |
| 6M | +12.7% | -86.5% | +99.2% | +12.3% |
| YTD | -3.3% | -96.8% | +93.6% | -3.3% |
| 1Y | -7.9% | -98.6% | +90.7% | -7.3% |
| All | +9.8% | -99.9% | +109.7% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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