+1,927.9%
IGV vs NDAQ
+2,632.1%
-704.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.5% |
| 7D | +2.5% | +1.7% | +0.8% | +1.9% |
| 30D | -8.6% | +16.2% | -24.8% | -12.9% |
| 3M | -1.6% | +14.0% | -15.5% | -5.7% |
| 6M | +13.4% | +22.3% | -8.8% | +6.2% |
| YTD | -4.0% | +13.0% | -17.0% | -8.0% |
| 1Y | -7.6% | +24.0% | -31.6% | -14.0% |
| 3Y | +39.3% | +117.1% | -77.8% | +9.3% |
| 5Y | +14.5% | +67.5% | -53.0% | -3.0% |
| 10Y | +358.7% | +474.3% | -115.5% | +179.4% |
| All | +1,927.9% | +2,632.1% | -704.2% | +889.1% |
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