+1,722.2%
IGV vs BNS
+1,476.3%
+245.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -3.3% | +1.8% | -5.1% | -4.2% |
| 30D | 0.0% | +4.5% | -4.5% | -2.5% |
| 3M | +7.3% | +15.8% | -8.4% | -0.8% |
| 6M | +16.7% | +31.5% | -14.8% | +0.8% |
| YTD | -2.8% | +28.6% | -31.5% | -15.4% |
| 1Y | -6.7% | +48.2% | -54.9% | -24.4% |
| 3Y | +41.1% | +130.8% | -89.7% | -9.8% |
| 5Y | +22.0% | +94.9% | -72.9% | -15.2% |
| 10Y | +357.9% | +179.6% | +178.4% | +155.2% |
| All | +1,722.2% | +1,476.3% | +245.9% | +250.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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