+11.2%
IGV vs DECK
+23.3%
-12.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | +0.2% |
| 7D | -5.2% | +5.8% | -10.9% | -6.7% |
| 30D | -10.0% | +7.9% | -17.9% | -12.0% |
| 3M | -0.5% | -11.4% | +10.9% | +2.4% |
| 6M | +12.6% | -16.6% | +29.2% | +17.2% |
| YTD | -6.4% | -16.4% | +9.9% | -4.2% |
| 1Y | -9.5% | +8.6% | -18.2% | -14.9% |
| 3Y | +41.7% | -15.1% | +56.8% | +26.8% |
| All | +11.2% | +23.3% | -12.1% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling