+1,990.2%
IGV vs NDAQ
+2,327.9%
-337.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -1.6% |
| 7D | -4.5% | -2.4% | -2.1% | -3.7% |
| 30D | +3.2% | +2.5% | +0.8% | +2.5% |
| 3M | +4.5% | +9.9% | -5.4% | +1.3% |
| 6M | +22.1% | +9.4% | +12.7% | +18.5% |
| YTD | -1.0% | +0.4% | -1.5% | -1.4% |
| 1Y | -2.1% | +4.0% | -6.1% | -3.7% |
| 3Y | +44.6% | +94.4% | -49.8% | +17.5% |
| 5Y | +22.2% | +56.7% | -34.6% | +6.0% |
| 10Y | +364.7% | +375.3% | -10.6% | +199.4% |
| All | +1,990.2% | +2,327.9% | -337.7% | +959.8% |
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