-6.7%
IGV vs UAL
+0.7%
-7.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.5% |
| 7D | -3.3% | +3.5% | -6.8% | -3.8% |
| 30D | 0.0% | -16.5% | +16.4% | +2.4% |
| 3M | +7.3% | +2.8% | +4.6% | +6.7% |
| 6M | +16.7% | +17.6% | -0.8% | +12.5% |
| YTD | -2.8% | -3.2% | +0.4% | -2.7% |
| 1Y | -6.7% | +0.4% | -7.1% | -7.0% |
| All | -6.7% | +0.7% | -7.4% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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