+363.6%
IGV vs HDB
+63.5%
+300.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.4% |
| 7D | +2.3% | +2.7% | -0.4% | +1.5% |
| 30D | -6.0% | +14.1% | -20.1% | -10.0% |
| 3M | -4.8% | +11.8% | -16.6% | -8.6% |
| 6M | +14.2% | +8.2% | +6.1% | +10.3% |
| YTD | -4.2% | -29.3% | +25.1% | +5.8% |
| 1Y | -5.3% | -28.8% | +23.5% | +4.3% |
| 3Y | +38.8% | -7.5% | +46.2% | +36.2% |
| 5Y | +14.2% | -23.1% | +37.3% | +17.7% |
| All | +363.6% | +63.5% | +300.1% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling