+1,218.4%
IGV vs UAL
+242.1%
+976.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.6% |
| 7D | -4.5% | +0.7% | -5.2% | -4.6% |
| 30D | +3.2% | -16.1% | +19.3% | +5.8% |
| 3M | +4.5% | +6.1% | -1.6% | +3.2% |
| 6M | +22.1% | +10.8% | +11.3% | +19.1% |
| YTD | -1.0% | -0.4% | -0.6% | -2.2% |
| 1Y | -2.1% | +5.0% | -7.1% | -4.2% |
| 3Y | +44.6% | +124.0% | -79.4% | +23.6% |
| 5Y | +22.2% | +141.0% | -118.8% | +1.5% |
| 10Y | +364.7% | +118.0% | +246.7% | +261.0% |
| All | +1,218.4% | +242.1% | +976.3% | +659.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling