+41.1%
IGV vs NDAQ
+91.7%
-50.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.7% |
| 7D | -3.3% | -2.6% | -0.8% | -1.8% |
| 30D | 0.0% | +0.5% | -0.5% | -0.2% |
| 3M | +7.3% | +9.9% | -2.6% | +1.3% |
| 6M | +16.7% | +8.2% | +8.5% | +11.0% |
| YTD | -2.8% | -1.5% | -1.4% | -2.9% |
| 1Y | -6.7% | +1.3% | -8.0% | -8.4% |
| 3Y | +41.1% | +92.6% | -51.5% | +0.5% |
| All | +41.1% | +91.7% | -50.6% | +0.5% |
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