+914.8%
IGV vs DIS
+460.0%
+454.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -5.2% | +5.2% | -10.4% | -7.7% |
| 30D | -10.0% | +11.5% | -21.4% | -15.0% |
| 3M | -0.5% | +11.5% | -12.1% | -6.5% |
| 6M | +12.6% | +8.9% | +3.7% | +6.7% |
| YTD | -6.4% | +3.4% | -9.8% | -9.6% |
| 1Y | -9.5% | +7.2% | -16.7% | -14.5% |
| 3Y | +41.7% | +43.3% | -1.6% | +10.9% |
| 5Y | +12.7% | -31.4% | +44.1% | +28.3% |
| 10Y | +354.1% | +37.1% | +317.0% | +222.9% |
| All | +914.8% | +460.0% | +454.8% | +183.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling