-9.9%
IGV vs INDA
-9.3%
-0.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.1% |
| 7D | -5.4% | -3.6% | -1.8% | -3.9% |
| 30D | -2.6% | -4.0% | +1.3% | -1.0% |
| 3M | +10.5% | +1.7% | +8.8% | +9.9% |
| 6M | +18.2% | -3.6% | +21.8% | +18.5% |
| YTD | -4.2% | -11.0% | +6.8% | -1.5% |
| All | -9.9% | -9.3% | -0.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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