-3.5%
IGV vs GLXY
-38.3%
+34.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.6% | +2.0% |
| 7D | -0.4% | -0.5% | +0.1% | -0.7% |
| 30D | -9.9% | -28.6% | +18.7% | -7.5% |
| 3M | -1.2% | -28.1% | +26.9% | +1.0% |
| 6M | +11.3% | -52.0% | +63.3% | +17.3% |
| YTD | -4.0% | -35.1% | +31.1% | -4.2% |
| 1Y | -7.3% | -54.0% | +46.7% | -4.6% |
| All | -3.5% | -38.3% | +34.8% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling