-7.6%
IGV vs CIFR
-61.8%
+54.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.8% |
| 7D | +2.5% | +28.8% | -26.4% | +1.3% |
| 30D | -8.6% | -36.9% | +28.4% | -7.4% |
| 3M | -1.6% | -60.0% | +58.4% | +0.6% |
| 6M | +13.4% | -64.4% | +77.8% | +14.6% |
| YTD | -4.0% | -51.6% | +47.6% | -7.5% |
| 1Y | -7.6% | -58.9% | +51.2% | -10.0% |
| All | -7.6% | -61.8% | +54.1% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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