+11.2%
IGV vs URI
+166.6%
-155.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.5% |
| 7D | -5.2% | -9.8% | +4.6% | -2.2% |
| 30D | -10.0% | +1.7% | -11.7% | -10.6% |
| 3M | -0.5% | -9.1% | +8.5% | +2.0% |
| 6M | +12.6% | +9.9% | +2.8% | +7.6% |
| YTD | -6.4% | +31.2% | -37.6% | -18.3% |
| 1Y | -9.5% | +25.9% | -35.5% | -19.7% |
| 3Y | +41.7% | +147.4% | -105.7% | -10.7% |
| All | +11.2% | +166.6% | -155.4% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling