-2.1%
IGV vs BNY
+59.6%
-61.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.3% |
| 7D | -4.5% | +1.4% | -5.9% | -4.9% |
| 30D | +3.2% | +3.8% | -0.6% | +1.9% |
| 3M | +4.5% | +14.9% | -10.4% | -0.9% |
| 6M | +22.1% | +40.3% | -18.2% | +5.2% |
| YTD | -1.0% | +43.8% | -44.8% | -15.3% |
| 1Y | -2.1% | +58.9% | -61.0% | -19.2% |
| All | -2.1% | +59.6% | -61.7% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling