+953.6%
IGV vs MDY
+903.9%
+49.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.2% |
| 7D | -3.3% | +1.0% | -4.3% | -4.2% |
| 30D | 0.0% | -3.1% | +3.1% | +2.9% |
| 3M | +7.3% | +1.8% | +5.5% | +5.4% |
| 6M | +16.7% | +10.8% | +5.9% | +5.7% |
| YTD | -2.8% | +14.4% | -17.3% | -14.8% |
| 1Y | -6.7% | +15.2% | -21.9% | -18.7% |
| 3Y | +41.1% | +51.2% | -10.1% | -4.9% |
| 5Y | +22.0% | +47.2% | -25.3% | -14.7% |
| 10Y | +357.9% | +171.1% | +186.8% | +73.1% |
| All | +953.6% | +903.9% | +49.7% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling