+14.5%
IGV vs IBN
+72.7%
-58.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.4% |
| 7D | +2.5% | +5.7% | -3.3% | +0.2% |
| 30D | -8.6% | +20.5% | -29.1% | -15.5% |
| 3M | -1.6% | +15.2% | -16.8% | -7.4% |
| 6M | +13.4% | +34.5% | -21.1% | -0.4% |
| YTD | -4.0% | +16.4% | -20.4% | -10.6% |
| 1Y | -7.6% | +13.5% | -21.2% | -13.1% |
| 3Y | +39.3% | +55.4% | -16.2% | +5.8% |
| 5Y | +14.5% | +73.1% | -58.6% | -22.0% |
| All | +14.5% | +72.7% | -58.2% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling