+953.6%
IGV vs NI
+1,013.1%
-59.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.1% | -2.3% |
| 7D | -3.3% | +2.3% | -5.6% | -4.2% |
| 30D | 0.0% | -1.7% | +1.6% | +0.6% |
| 3M | +7.3% | -8.0% | +15.4% | +10.7% |
| 6M | +16.7% | -8.6% | +25.4% | +20.0% |
| YTD | -2.8% | +2.3% | -5.2% | -5.1% |
| 1Y | -6.7% | +6.9% | -13.6% | -10.7% |
| 3Y | +41.1% | +70.6% | -29.4% | +8.4% |
| 5Y | +22.0% | +96.4% | -74.4% | -13.4% |
| 10Y | +357.9% | +136.1% | +221.8% | +179.0% |
| All | +953.6% | +1,013.1% | -59.6% | +149.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling