+1,165.4%
IGV vs TDG
+12,853.5%
-11,688.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | -5.4% | -2.7% | -2.7% | -4.4% |
| 30D | -2.6% | -9.3% | +6.7% | +1.1% |
| 3M | +10.5% | -7.1% | +17.6% | +13.2% |
| 6M | +18.2% | -11.2% | +29.3% | +22.3% |
| YTD | -4.2% | -15.3% | +11.0% | +0.8% |
| 1Y | -9.8% | -12.5% | +2.6% | -6.6% |
| 3Y | +39.1% | +51.2% | -12.1% | +14.3% |
| 5Y | +21.2% | +126.1% | -104.9% | -15.4% |
| 10Y | +361.5% | +536.2% | -174.7% | +91.1% |
| All | +1,165.4% | +12,853.5% | -11,688.1% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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