+38.0%
IGV vs CDE
+797.0%
-759.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | -5.4% | -6.1% | +0.7% | -4.7% |
| 30D | -2.6% | +9.5% | -12.1% | -3.7% |
| 3M | +10.5% | +32.0% | -21.5% | +6.6% |
| 6M | +18.2% | -12.8% | +31.0% | +18.5% |
| YTD | -4.2% | +14.2% | -18.4% | -7.4% |
| 1Y | -9.8% | +36.3% | -46.1% | -15.3% |
| All | +38.0% | +797.0% | -759.0% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 3y: compounded portfolio wealth divided by compounded CDE 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…
3y analysis · Full analysis span regression · 6 months rolling