+356.3%
IGV vs HON
+136.7%
+219.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | 0.0% |
| 7D | -5.4% | -2.6% | -2.8% | -4.1% |
| 30D | -2.6% | -11.9% | +9.3% | +3.5% |
| 3M | +10.5% | -6.1% | +16.6% | +12.6% |
| 6M | +18.2% | -19.2% | +37.4% | +29.6% |
| YTD | -4.2% | +0.2% | -4.4% | -7.0% |
| 1Y | -9.8% | -1.5% | -8.3% | -12.0% |
| 3Y | +39.1% | +17.9% | +21.2% | +20.6% |
| 5Y | +21.2% | +1.9% | +19.3% | +13.1% |
| All | +356.3% | +136.7% | +219.6% | +172.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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