+38.9%
IGV vs DOW
-35.5%
+74.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.5% | -6.0% | +4.5% | -0.7% |
| 30D | -3.0% | -2.7% | -0.3% | -2.8% |
| 3M | +9.6% | -10.5% | +20.0% | +11.2% |
| 6M | +16.1% | -12.4% | +28.6% | +17.2% |
| YTD | -3.6% | +30.0% | -33.7% | -10.9% |
| 1Y | -7.8% | +27.8% | -35.6% | -14.9% |
| All | +38.9% | -35.5% | +74.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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