+413.7%
IGV vs TEAM
+802.8%
-389.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.4% |
| 7D | -4.5% | -0.4% | -4.1% | -4.4% |
| 30D | +3.2% | +67.3% | -64.1% | -13.7% |
| 3M | +4.5% | +86.8% | -82.3% | -16.5% |
| 6M | +22.1% | +146.8% | -124.7% | -12.8% |
| YTD | -1.0% | +16.9% | -18.0% | -11.0% |
| 1Y | -2.1% | +12.8% | -14.9% | -11.5% |
| 3Y | +44.6% | -7.3% | +51.8% | +32.0% |
| 5Y | +22.2% | -50.7% | +72.9% | +24.2% |
| 10Y | +364.7% | +529.8% | -165.1% | +146.3% |
| All | +413.7% | +802.8% | -389.1% | +161.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling