+41.7%
IGV vs UAL
+197.6%
-155.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.5% |
| 7D | -5.2% | +8.2% | -13.3% | -6.8% |
| 30D | -10.0% | +2.3% | -12.3% | -10.5% |
| 3M | -0.5% | -12.7% | +12.1% | +1.8% |
| 6M | +12.6% | +12.7% | -0.1% | +8.6% |
| YTD | -6.4% | +0.8% | -7.2% | -8.3% |
| 1Y | -9.5% | +17.8% | -27.3% | -14.7% |
| 3Y | +41.7% | +206.7% | -165.0% | +7.7% |
| All | +41.7% | +197.6% | -155.9% | +7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling