-7.5%
IGV vs CSGP
-53.2%
+45.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | +0.1% |
| 7D | -7.5% | +18.3% | -25.8% | -10.8% |
| 30D | -5.6% | +17.8% | -23.4% | -10.2% |
| 3M | +1.5% | +9.3% | -7.7% | -1.7% |
| 6M | +17.1% | -7.9% | +25.0% | +18.2% |
| YTD | -2.0% | -51.5% | +49.5% | +13.8% |
| 1Y | -7.5% | -53.3% | +45.8% | +8.9% |
| All | -7.5% | -53.2% | +45.7% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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