+305.0%
INTC vs IGV
-10.7%
+315.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.4% |
| 7D | +9.4% | -5.4% | +14.8% | +10.8% |
| 30D | +2.7% | -2.6% | +5.3% | +3.1% |
| 3M | -6.3% | +10.5% | -16.8% | -8.1% |
| 6M | +114.5% | +18.2% | +96.3% | +101.3% |
| YTD | +171.9% | -4.2% | +176.1% | +198.6% |
| 1Y | +305.0% | -9.8% | +314.8% | +393.4% |
| All | +305.0% | -10.7% | +315.7% | +393.4% |
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