+41.7%
IGV vs PL
+455.3%
-413.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -1.2% |
| 7D | -5.2% | -6.8% | +1.6% | -4.6% |
| 30D | -10.0% | -29.3% | +19.3% | -6.9% |
| 3M | -0.5% | -44.8% | +44.2% | +5.1% |
| 6M | +12.6% | -68.4% | +81.0% | +24.3% |
| YTD | -6.4% | -36.4% | +29.9% | -5.9% |
| 1Y | -9.5% | +0.7% | -10.2% | -14.4% |
| 3Y | +41.7% | +455.3% | -413.6% | +1.4% |
| All | +41.7% | +455.3% | -413.6% | +1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling