+973.2%
IGV vs HD
+1,042.5%
-69.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.7% |
| 7D | -4.5% | -2.1% | -2.5% | -3.5% |
| 30D | +3.2% | -8.4% | +11.6% | +7.9% |
| 3M | +4.5% | +4.3% | +0.2% | +1.6% |
| 6M | +22.1% | -11.1% | +33.2% | +28.0% |
| YTD | -1.0% | -4.7% | +3.6% | -0.4% |
| 1Y | -2.1% | -19.8% | +17.7% | +7.5% |
| 3Y | +44.6% | +4.1% | +40.5% | +35.8% |
| 5Y | +22.2% | +10.3% | +11.8% | +10.2% |
| 10Y | +364.7% | +203.2% | +161.6% | +140.6% |
| All | +973.2% | +1,042.5% | -69.4% | +139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling