+973.2%
IGV vs URI
+4,435.3%
-3,462.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.6% |
| 7D | -4.5% | -2.0% | -2.5% | -4.0% |
| 30D | +3.2% | -12.9% | +16.2% | +6.8% |
| 3M | +4.5% | -6.7% | +11.3% | +5.7% |
| 6M | +22.1% | +19.0% | +3.1% | +14.1% |
| YTD | -1.0% | +25.5% | -26.6% | -9.4% |
| 1Y | -2.1% | +5.5% | -7.6% | -6.4% |
| 3Y | +44.6% | +111.3% | -66.7% | +12.9% |
| 5Y | +22.2% | +198.6% | -176.4% | -14.1% |
| 10Y | +364.7% | +1,179.9% | -815.2% | +105.3% |
| All | +973.2% | +4,435.3% | -3,462.1% | +122.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling