+914.8%
IGV vs HD
+1,122.3%
-207.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.8% |
| 7D | -5.2% | +4.3% | -9.5% | -7.5% |
| 30D | -10.0% | +20.2% | -30.2% | -18.6% |
| 3M | -0.5% | -1.0% | +0.5% | -0.9% |
| 6M | +12.6% | +7.9% | +4.7% | +6.6% |
| YTD | -6.4% | +2.0% | -8.4% | -9.7% |
| 1Y | -9.5% | -4.3% | -5.2% | -10.0% |
| 3Y | +41.7% | +25.9% | +15.8% | +19.5% |
| 5Y | +12.7% | +5.8% | +6.8% | +3.3% |
| 10Y | +354.1% | +262.5% | +91.5% | +113.1% |
| All | +914.8% | +1,122.3% | -207.5% | +117.0% |
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