-7.6%
IGV vs COO
-13.9%
+6.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | +2.5% | -2.1% | +4.5% | +2.7% |
| 30D | -8.6% | +13.9% | -22.5% | -9.8% |
| 3M | -1.6% | -18.9% | +17.4% | +1.1% |
| 6M | +13.4% | +3.7% | +9.7% | +12.9% |
| YTD | -4.0% | -24.1% | +20.1% | +4.1% |
| 1Y | -7.6% | -14.2% | +6.6% | -2.1% |
| All | -7.6% | -13.9% | +6.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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