-5.3%
IGV vs MP
-35.6%
+30.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.7% |
| 7D | +2.3% | +9.5% | -7.1% | +1.1% |
| 30D | -6.0% | -3.0% | -3.0% | -5.8% |
| 3M | -4.8% | -30.4% | +25.6% | -0.8% |
| 6M | +14.2% | -39.2% | +53.4% | +20.2% |
| YTD | -4.2% | -23.3% | +19.0% | -2.7% |
| 1Y | -5.3% | -32.6% | +27.4% | -2.1% |
| All | -5.3% | -35.6% | +30.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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