+945.1%
IGV vs CDE
+89.4%
+855.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.0% |
| 7D | -1.5% | -2.0% | +0.4% | -1.4% |
| 30D | -3.0% | +15.7% | -18.7% | -4.4% |
| 3M | +9.6% | +30.5% | -20.9% | +6.5% |
| 6M | +16.1% | -7.4% | +23.5% | +15.7% |
| YTD | -3.6% | +17.9% | -21.5% | -6.4% |
| 1Y | -7.8% | +46.7% | -54.6% | -12.8% |
| 3Y | +40.0% | +851.3% | -811.3% | +8.7% |
| 5Y | +21.2% | +202.9% | -181.7% | +0.5% |
| 10Y | +364.4% | +58.2% | +306.2% | +271.7% |
| All | +945.1% | +89.4% | +855.7% | +812.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling