-9.8%
IGV vs TEM
-28.1%
+18.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +0.2% |
| 7D | -5.4% | -9.2% | +3.8% | -3.7% |
| 30D | -2.6% | +5.5% | -8.1% | -4.2% |
| 3M | +10.5% | +18.7% | -8.2% | +5.2% |
| 6M | +18.2% | +15.4% | +2.8% | +11.7% |
| YTD | -4.2% | -0.5% | -3.7% | -7.6% |
| 1Y | -9.8% | -24.8% | +15.0% | -9.1% |
| All | -9.8% | -28.1% | +18.3% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling