+15.7%
IGV vs TEAM
-66.5%
+82.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +0.2% |
| 7D | -2.3% | -22.2% | +19.9% | +5.1% |
| 30D | -11.0% | -28.1% | +17.2% | -1.8% |
| 3M | -4.5% | -2.2% | -2.3% | -4.7% |
| 6M | +10.1% | +62.2% | -52.1% | -9.5% |
| YTD | -5.1% | -8.4% | +3.3% | -8.2% |
| 1Y | -10.2% | -6.6% | -3.6% | -13.8% |
| 3Y | +37.7% | -15.7% | +53.4% | +28.8% |
| 5Y | +15.7% | -65.7% | +81.4% | +43.9% |
| All | +15.7% | -66.5% | +82.2% | +43.9% |
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 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