-9.8%
IGV vs DIA
+15.5%
-25.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -5.4% | -3.0% | -2.4% | -2.5% |
| 30D | -2.6% | -3.0% | +0.4% | +0.3% |
| 3M | +10.5% | +4.5% | +6.0% | +6.5% |
| 6M | +18.2% | +9.8% | +8.4% | +8.8% |
| YTD | -4.2% | +9.3% | -13.5% | -11.1% |
| 1Y | -9.8% | +16.0% | -25.8% | -21.7% |
| All | -9.8% | +15.5% | -25.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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