-4.9%
IGV vs PL
+135.2%
-140.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -1.0% | -2.1% |
| 7D | -4.5% | -9.3% | +4.8% | -3.9% |
| 30D | +3.2% | -18.9% | +22.1% | +4.7% |
| 3M | +4.5% | -58.4% | +62.9% | +10.4% |
| 6M | +22.1% | -30.3% | +52.4% | +22.4% |
| YTD | -1.0% | -8.1% | +7.1% | -3.6% |
| All | -4.9% | +135.2% | -140.1% | -9.6% |
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