+204.7%
IGV vs SPOT
+269.3%
-64.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.6% | -1.0% |
| 7D | +2.3% | +1.6% | +0.7% | +1.8% |
| 30D | -6.0% | +16.9% | -22.9% | -11.0% |
| 3M | -4.8% | +23.0% | -27.7% | -11.8% |
| 6M | +14.2% | +42.2% | -27.9% | +0.3% |
| YTD | -4.2% | +5.5% | -9.7% | -8.6% |
| 1Y | -5.3% | -5.1% | -0.2% | -6.5% |
| 3Y | +38.8% | +257.9% | -219.1% | -16.2% |
| 5Y | +14.2% | +118.4% | -104.1% | -25.4% |
| All | +204.7% | +269.3% | -64.6% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 all: compounded portfolio wealth divided by compounded SPOT 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…
all analysis · Full analysis span regression · 6 months rolling