+1,146.7%
IGV vs UAL
+246.2%
+900.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.4% |
| 7D | -5.2% | +8.2% | -13.3% | -6.3% |
| 30D | -10.0% | +2.3% | -12.3% | -10.4% |
| 3M | -0.5% | -12.7% | +12.1% | +1.2% |
| 6M | +12.6% | +12.7% | -0.1% | +9.8% |
| YTD | -6.4% | +0.8% | -7.2% | -7.8% |
| 1Y | -9.5% | +17.8% | -27.3% | -13.0% |
| 3Y | +41.7% | +206.7% | -165.0% | +15.7% |
| 5Y | +12.7% | +113.9% | -101.2% | -4.9% |
| 10Y | +354.1% | +97.0% | +257.1% | +257.0% |
| All | +1,146.7% | +246.2% | +900.4% | +615.6% |
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