-7.6%
IGV vs P
+24.7%
-32.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.1% | -1.2% |
| 7D | +2.5% | +17.8% | -15.4% | +0.2% |
| 30D | -8.6% | -29.9% | +21.3% | -5.0% |
| 3M | -1.6% | -1.2% | -0.4% | -1.9% |
| 6M | +13.4% | +32.1% | -18.7% | +7.4% |
| YTD | -4.0% | +64.3% | -68.3% | -12.4% |
| 1Y | -7.6% | +24.3% | -31.9% | -15.3% |
| All | -7.6% | +24.7% | -32.3% | -15.3% |
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