+37.7%
IGV vs NDAQ
+122.1%
-84.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.9% |
| 7D | -2.3% | +2.9% | -5.1% | -3.8% |
| 30D | -11.0% | +17.5% | -28.4% | -18.9% |
| 3M | -4.5% | +15.4% | -19.9% | -12.1% |
| 6M | +10.1% | +24.6% | -14.5% | -3.6% |
| YTD | -5.1% | +14.4% | -19.5% | -13.0% |
| 1Y | -10.2% | +26.9% | -37.2% | -22.9% |
| 3Y | +37.7% | +119.8% | -82.1% | -9.9% |
| All | +37.7% | +122.1% | -84.3% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling