-5.3%
IGV vs HD
-3.5%
-1.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +2.3% | +1.5% | +0.8% | +2.3% |
| 30D | -6.0% | +18.0% | -24.0% | -6.3% |
| 3M | -4.8% | +2.8% | -7.6% | -4.7% |
| 6M | +14.2% | +17.0% | -2.7% | +14.8% |
| YTD | -4.2% | +3.5% | -7.8% | -3.6% |
| 1Y | -5.3% | -2.6% | -2.7% | -4.2% |
| All | -5.3% | -3.5% | -1.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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