+116.0%
INTC vs IGV
+21.2%
+94.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.2% |
| 7D | +18.0% | -1.5% | +19.5% | +18.9% |
| 30D | +8.9% | -3.0% | +12.0% | +10.5% |
| 3M | -1.6% | +9.6% | -11.1% | -8.3% |
| 6M | +133.1% | +16.1% | +117.0% | +104.0% |
| YTD | +187.9% | -3.6% | +191.5% | +186.3% |
| 1Y | +334.7% | -7.8% | +342.5% | +349.4% |
| 3Y | +184.2% | +40.0% | +144.2% | +115.3% |
| 5Y | +116.0% | +21.2% | +94.8% | +64.7% |
| All | +116.0% | +21.2% | +94.8% | +64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling