+41.1%
IGV vs GE
+282.5%
-241.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.6% |
| 7D | -3.3% | +1.2% | -4.5% | -3.6% |
| 30D | 0.0% | -9.5% | +9.5% | +2.6% |
| 3M | +7.3% | +4.1% | +3.2% | +5.4% |
| 6M | +16.7% | +3.9% | +12.8% | +14.2% |
| YTD | -2.8% | +9.0% | -11.9% | -7.4% |
| 1Y | -6.7% | +21.9% | -28.6% | -15.3% |
| 3Y | +41.1% | +281.8% | -240.7% | -19.2% |
| All | +41.1% | +282.5% | -241.4% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling