-7.8%
IGV vs PTC
-39.6%
+31.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | +0.9% |
| 7D | -1.5% | -13.6% | +12.0% | +6.0% |
| 30D | -3.0% | -14.7% | +11.6% | +5.2% |
| 3M | +9.6% | -5.9% | +15.5% | +12.8% |
| 6M | +16.1% | -21.1% | +37.2% | +33.4% |
| YTD | -3.6% | -26.0% | +22.4% | +14.3% |
| 1Y | -7.8% | -36.8% | +29.0% | +21.2% |
| All | -7.8% | -39.6% | +31.8% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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