+37.7%
IGV vs HDB
-5.9%
+43.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -2.3% | +12.7% | -15.0% | -3.7% |
| 30D | -11.0% | +16.6% | -27.6% | -12.7% |
| 3M | -4.5% | +10.8% | -15.2% | -5.8% |
| 6M | +10.1% | +3.8% | +6.3% | +9.4% |
| YTD | -5.1% | -28.9% | +23.8% | -0.3% |
| 1Y | -10.2% | -28.0% | +17.7% | -6.0% |
| 3Y | +37.7% | -7.2% | +44.9% | +37.1% |
| All | +37.7% | -5.9% | +43.6% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling