+57.4%
INTC vs IGV
-8.7%
+66.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.6% | -4.0% |
| 7D | -39.0% | -7.5% | -31.5% | -37.5% |
| 30D | -49.8% | -5.6% | -44.2% | -48.8% |
| 3M | -42.2% | +1.5% | -43.8% | -41.7% |
| 6M | -39.2% | +17.1% | -56.3% | -40.1% |
| YTD | +57.9% | -2.0% | +59.9% | +65.4% |
| 1Y | +57.4% | -7.5% | +64.9% | +82.4% |
| All | +57.4% | -8.7% | +66.0% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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