+21.2%
IGV vs BMY
+22.8%
-1.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.6% |
| 7D | -5.4% | -6.4% | +1.0% | -5.0% |
| 30D | -2.6% | +0.2% | -2.8% | -2.6% |
| 3M | +10.5% | +16.0% | -5.4% | +9.6% |
| 6M | +18.2% | +8.3% | +9.9% | +17.6% |
| YTD | -4.2% | +22.2% | -26.4% | -5.8% |
| 1Y | -9.8% | +41.7% | -51.5% | -12.5% |
| 3Y | +39.1% | +20.7% | +18.4% | +38.4% |
| 5Y | +21.2% | +23.9% | -2.7% | +28.8% |
| All | +21.2% | +22.8% | -1.6% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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