-9.2%
IGV vs URI
+32.9%
-42.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.9% | -4.3% | +2.6% |
| 7D | -0.4% | -4.0% | +3.6% | -0.6% |
| 30D | -9.9% | +6.8% | -16.7% | -9.9% |
| 3M | -1.2% | -2.8% | +1.6% | -1.6% |
| 6M | +11.3% | +20.9% | -9.5% | +11.7% |
| YTD | -4.0% | +40.2% | -44.2% | -3.6% |
| All | -9.2% | +32.9% | -42.1% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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