+38.8%
IGV vs GH
+584.3%
-545.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | 0.0% |
| 7D | +2.3% | +0.6% | +1.8% | +2.3% |
| 30D | -6.0% | -6.9% | +0.9% | -5.1% |
| 3M | -4.8% | -4.9% | +0.1% | -4.4% |
| 6M | +14.2% | +54.1% | -39.8% | +7.2% |
| YTD | -4.2% | +48.5% | -52.8% | -10.1% |
| 1Y | -5.3% | +61.2% | -66.4% | -12.0% |
| 3Y | +38.8% | +570.3% | -531.6% | +5.9% |
| All | +38.8% | +584.3% | -545.5% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling