-7.9%
IGV vs PL
+8.6%
-16.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -1.3% | +13.4% | -14.6% | -2.4% |
| 30D | -8.1% | -10.2% | +2.0% | -7.7% |
| 3M | -1.6% | -39.5% | +37.9% | +1.3% |
| 6M | +12.7% | -65.7% | +78.5% | +19.4% |
| YTD | -3.3% | -27.3% | +24.0% | -4.3% |
| 1Y | -7.9% | +15.0% | -22.9% | -11.7% |
| All | -7.9% | +8.6% | -16.5% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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