+38.0%
IGV vs EQT
+34.2%
+3.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -5.4% | -1.2% | -4.2% | -5.2% |
| 30D | -2.6% | +1.1% | -3.7% | -2.8% |
| 3M | +10.5% | +4.8% | +5.7% | +9.5% |
| 6M | +18.2% | -10.6% | +28.8% | +20.1% |
| YTD | -4.2% | +3.4% | -7.7% | -5.4% |
| 1Y | -9.8% | +8.7% | -18.5% | -12.0% |
| All | +38.0% | +34.2% | +3.8% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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