-7.9%
IGV vs P
+17.1%
-25.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.4% | -2.5% | +1.3% |
| 7D | -1.3% | -4.7% | +3.4% | -0.8% |
| 30D | -8.1% | -31.4% | +23.3% | -4.3% |
| 3M | -1.6% | -2.6% | +1.0% | -1.8% |
| 6M | +12.7% | +21.9% | -9.2% | +7.9% |
| YTD | -3.3% | +58.9% | -62.2% | -11.3% |
| 1Y | -7.9% | +21.7% | -29.7% | -15.2% |
| All | -7.9% | +17.1% | -25.0% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling