-7.5%
IGV vs TEAM
+8.9%
-16.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -7.5% | -13.7% | +6.3% | -3.6% |
| 30D | -5.6% | -3.4% | -2.2% | -4.7% |
| 3M | +1.5% | +72.1% | -70.6% | -13.2% |
| 6M | +17.1% | +103.8% | -86.7% | -5.9% |
| YTD | -2.0% | +17.1% | -19.1% | -3.6% |
| 1Y | -7.5% | +15.1% | -22.6% | -8.4% |
| All | -7.5% | +8.9% | -16.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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