+41.1%
IGV vs TECH
-0.6%
+41.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -3.3% | +0.2% | -3.5% | -3.3% |
| 30D | 0.0% | +0.1% | -0.2% | -0.1% |
| 3M | +7.3% | +37.5% | -30.1% | +0.4% |
| 6M | +16.7% | +34.6% | -17.9% | +8.9% |
| YTD | -2.8% | +23.5% | -26.3% | -8.0% |
| 1Y | -6.7% | +34.4% | -41.1% | -13.7% |
| 3Y | +41.1% | +2.3% | +38.9% | +36.9% |
| All | +41.1% | -0.6% | +41.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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