+41.7%
IGV vs URI
+138.8%
-97.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.4% |
| 7D | -5.2% | -9.8% | +4.6% | -3.2% |
| 30D | -10.0% | +1.7% | -11.7% | -10.3% |
| 3M | -0.5% | -9.1% | +8.5% | +1.1% |
| 6M | +12.6% | +9.9% | +2.8% | +9.2% |
| YTD | -6.4% | +31.2% | -37.6% | -14.9% |
| 1Y | -9.5% | +25.9% | -35.5% | -16.6% |
| 3Y | +41.7% | +147.4% | -105.7% | +5.9% |
| All | +41.7% | +138.8% | -97.1% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling