+1,905.5%
IGV vs NDAQ
+2,666.5%
-761.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.6% |
| 7D | -2.3% | +2.9% | -5.1% | -3.1% |
| 30D | -11.0% | +17.5% | -28.4% | -15.5% |
| 3M | -4.5% | +15.4% | -19.9% | -8.8% |
| 6M | +10.1% | +24.6% | -14.5% | +2.4% |
| YTD | -5.1% | +14.4% | -19.5% | -9.4% |
| 1Y | -10.2% | +26.9% | -37.2% | -17.1% |
| 3Y | +37.7% | +119.8% | -82.1% | +7.6% |
| 5Y | +15.7% | +70.5% | -54.8% | -2.5% |
| 10Y | +357.1% | +475.8% | -118.7% | +178.0% |
| All | +1,905.5% | +2,666.5% | -761.0% | +874.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling