+415.7%
IGV vs HPE
+595.7%
-180.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.8% | -9.6% | -4.1% |
| 7D | -3.3% | +10.1% | -13.5% | -6.2% |
| 30D | 0.0% | +5.3% | -5.3% | -2.0% |
| 3M | +7.3% | +12.7% | -5.3% | +2.2% |
| 6M | +16.7% | +167.7% | -150.9% | -17.5% |
| YTD | -2.8% | +135.5% | -138.3% | -28.7% |
| 1Y | -6.7% | +143.4% | -150.1% | -32.6% |
| 3Y | +41.1% | +249.2% | -208.0% | -13.0% |
| 5Y | +22.0% | +343.8% | -321.8% | -31.5% |
| 10Y | +357.9% | +495.9% | -137.9% | +119.9% |
| All | +415.7% | +595.7% | -180.0% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HPE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling