+38.9%
IGV vs TRGP
+261.7%
-222.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | -3.0% | +9.5% | -12.5% | -4.8% |
| 3M | +9.6% | +10.8% | -1.2% | +6.7% |
| 6M | +16.1% | +25.3% | -9.2% | +9.2% |
| YTD | -3.6% | +60.3% | -63.9% | -15.6% |
| 1Y | -7.8% | +84.6% | -92.4% | -23.2% |
| All | +38.9% | +261.7% | -222.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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