-9.7%
IGV vs TGT
+78.4%
-88.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | -2.9% | -5.2% | +2.3% | -2.7% |
| 30D | -1.5% | +1.2% | -2.7% | -1.5% |
| 3M | +11.7% | +18.4% | -6.7% | +11.6% |
| 6M | +18.4% | +33.4% | -15.0% | +17.0% |
| YTD | -3.9% | +63.8% | -67.7% | -7.6% |
| 1Y | -9.7% | +77.2% | -86.8% | -15.3% |
| All | -9.7% | +78.4% | -88.1% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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