+39.1%
IGV vs DOW
-19.8%
+58.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.6% | -1.0% |
| 7D | +2.5% | +3.7% | -1.2% | +2.0% |
| 30D | -8.6% | +16.3% | -24.9% | -10.4% |
| 3M | -1.6% | +9.7% | -11.3% | -3.0% |
| 6M | +13.4% | -14.1% | +27.5% | +16.0% |
| YTD | -4.0% | +46.6% | -50.6% | -12.4% |
| 1Y | -7.6% | +56.8% | -64.5% | -17.2% |
| All | +39.1% | -19.8% | +58.9% | +36.9% |
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