-7.5%
IGV vs HLT
+46.7%
-54.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +0.9% |
| 7D | -7.5% | +7.7% | -15.2% | -7.4% |
| 30D | -5.6% | +19.1% | -24.7% | -5.6% |
| 3M | +1.5% | +20.7% | -19.2% | +1.3% |
| 6M | +17.1% | +21.0% | -3.9% | +16.3% |
| YTD | -2.0% | +31.3% | -33.3% | -3.7% |
| 1Y | -7.5% | +45.9% | -53.4% | -11.3% |
| All | -7.5% | +46.7% | -54.2% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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