+38.4%
IGV vs NI
+68.9%
-30.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.9% | 0.0% | -3.0% | -2.9% |
| 30D | -1.5% | -1.4% | -0.1% | -1.4% |
| 3M | +11.7% | -10.6% | +22.3% | +12.9% |
| 6M | +18.4% | -9.3% | +27.7% | +19.1% |
| YTD | -3.9% | +1.1% | -5.1% | -5.9% |
| 1Y | -9.7% | +3.4% | -13.0% | -12.1% |
| 3Y | +38.4% | +67.9% | -29.4% | +24.8% |
| All | +38.4% | +68.9% | -30.5% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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