+43.9%
IGV vs P
+158.6%
-114.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.5% |
| 7D | -4.5% | +6.5% | -11.0% | -5.7% |
| 30D | +3.2% | +18.8% | -15.6% | -1.2% |
| 3M | +4.5% | +26.7% | -22.2% | -2.0% |
| 6M | +22.1% | +62.2% | -40.1% | +7.2% |
| YTD | -1.0% | +48.5% | -49.5% | -12.0% |
| 1Y | -2.1% | +26.4% | -28.5% | -11.8% |
| All | +43.9% | +158.6% | -114.7% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling