-9.7%
IGV vs GH
+176.0%
-185.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.4% |
| 7D | -2.9% | -2.5% | -0.4% | -2.6% |
| 30D | -1.5% | -4.7% | +3.2% | -1.1% |
| 3M | +11.7% | +20.2% | -8.5% | +8.9% |
| 6M | +18.4% | +78.8% | -60.4% | +9.5% |
| YTD | -3.9% | +54.1% | -58.0% | -10.0% |
| 1Y | -9.7% | +177.1% | -186.7% | -16.3% |
| All | -9.7% | +176.0% | -185.6% | -16.3% |
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