+22.0%
IGV vs TEAM
-53.6%
+75.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.9% | +5.1% | +0.4% |
| 7D | -3.3% | -5.7% | +2.4% | -1.6% |
| 30D | 0.0% | +18.3% | -18.4% | -5.3% |
| 3M | +7.3% | +80.2% | -72.9% | -13.5% |
| 6M | +16.7% | +111.0% | -94.3% | -12.6% |
| YTD | -2.8% | +8.8% | -11.7% | -10.3% |
| 1Y | -6.7% | +2.2% | -8.8% | -12.5% |
| 3Y | +41.1% | -14.6% | +55.7% | +32.7% |
| 5Y | +22.0% | -53.8% | +75.8% | +31.0% |
| All | +22.0% | -53.6% | +75.6% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling