+38.8%
IGV vs DIS
+38.8%
0.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +2.3% | +1.9% | +0.4% | +1.7% |
| 30D | -6.0% | +9.2% | -15.2% | -8.6% |
| 3M | -4.8% | +13.5% | -18.3% | -8.8% |
| 6M | +14.2% | +14.3% | -0.1% | +8.9% |
| YTD | -4.2% | +5.4% | -9.6% | -6.5% |
| 1Y | -5.3% | +12.2% | -17.4% | -9.7% |
| 3Y | +38.8% | +37.2% | +1.6% | +22.5% |
| All | +38.8% | +38.8% | 0.0% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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