+357.7%
IGV vs GE
+151.5%
+206.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.9% | -4.0% | +1.1% | -1.9% |
| 30D | -1.5% | -11.4% | +9.9% | +1.3% |
| 3M | +11.7% | -2.6% | +14.3% | +12.0% |
| 6M | +18.4% | -0.3% | +18.8% | +17.3% |
| YTD | -3.9% | +5.4% | -9.3% | -6.6% |
| 1Y | -9.7% | +15.5% | -25.2% | -14.5% |
| 3Y | +38.4% | +260.8% | -222.3% | -2.6% |
| 5Y | +21.6% | +421.6% | -400.1% | -23.0% |
| All | +357.7% | +151.5% | +206.2% | +182.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling