+41.9%
IGV vs DECK
-12.4%
+54.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -4.1% |
| 7D | -8.3% | +6.0% | -14.3% | -9.2% |
| 30D | -10.9% | +7.4% | -18.4% | -12.1% |
| 3M | -2.3% | -11.7% | +9.4% | -0.4% |
| 6M | +12.2% | -11.0% | +23.1% | +13.8% |
| YTD | -6.3% | -15.4% | +9.1% | -4.9% |
| 1Y | -11.4% | +7.2% | -18.6% | -14.6% |
| All | +41.9% | -12.4% | +54.2% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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