-5.3%
IGV vs HBM
+25.3%
-30.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | -0.1% |
| 7D | +2.3% | +2.2% | +0.1% | +2.1% |
| 30D | -6.0% | -11.8% | +5.8% | -5.0% |
| 3M | -4.8% | -19.2% | +14.4% | -3.2% |
| 6M | +14.2% | -22.9% | +37.1% | +16.6% |
| YTD | -4.2% | +7.8% | -12.0% | -6.1% |
| 1Y | -5.3% | +34.9% | -40.2% | -11.6% |
| All | -5.3% | +25.3% | -30.6% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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