-7.5%
IGV vs GH
+80.5%
-88.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.7% | +4.5% | +1.5% |
| 7D | -7.5% | -7.7% | +0.2% | -6.2% |
| 30D | -5.6% | -10.0% | +4.3% | -4.1% |
| 3M | +1.5% | +5.5% | -4.0% | -0.1% |
| 6M | +17.1% | +84.9% | -67.8% | +1.5% |
| YTD | -2.0% | +65.0% | -67.0% | -13.6% |
| 1Y | -7.5% | +71.8% | -79.3% | -19.4% |
| All | -7.5% | +80.5% | -88.0% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 1y: compounded portfolio wealth divided by compounded GH 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…
1y analysis · Full analysis span regression · 6 months rolling