+40.0%
IGV vs TEAM
-15.8%
+55.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.9% | +5.1% | +0.1% |
| 7D | -3.3% | -5.7% | +2.4% | -1.7% |
| 30D | 0.0% | +18.3% | -18.4% | -4.7% |
| 3M | +7.3% | +80.2% | -72.9% | -11.5% |
| 6M | +16.7% | +111.0% | -94.3% | -9.9% |
| YTD | -2.8% | +8.8% | -11.7% | -8.9% |
| 1Y | -6.7% | +2.2% | -8.8% | -11.3% |
| All | +40.0% | -15.8% | +55.8% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling