-7.8%
IGV vs MDB
+10.8%
-18.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -1.5% | -4.5% | +3.0% | -0.1% |
| 30D | -3.0% | -14.0% | +11.0% | +1.1% |
| 3M | +9.6% | +5.3% | +4.3% | +7.0% |
| 6M | +16.1% | +31.9% | -15.8% | +5.5% |
| YTD | -3.6% | -14.6% | +11.0% | -4.1% |
| 1Y | -7.8% | +8.2% | -16.1% | -11.8% |
| All | -7.8% | +10.8% | -18.6% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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