-6.9%
IGV vs MP
-40.8%
+33.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | -1.3% | +2.3% | -3.6% | -1.6% |
| 30D | -8.1% | -15.3% | +7.2% | -6.2% |
| 3M | -1.6% | -33.5% | +31.9% | +3.2% |
| 6M | +12.7% | -45.5% | +58.3% | +20.5% |
| YTD | -3.3% | -27.3% | +24.0% | -1.2% |
| All | -6.9% | -40.8% | +33.9% | -2.7% |
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