+18.9%
IWM vs IGV
-8.7%
+27.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +1.0% | -7.5% | +8.4% | +2.4% |
| 30D | +0.2% | -5.6% | +5.8% | +1.3% |
| 3M | -5.6% | +1.5% | -7.1% | -6.1% |
| 6M | +2.7% | +17.1% | -14.4% | -1.2% |
| YTD | +16.2% | -2.0% | +18.2% | +19.3% |
| 1Y | +18.9% | -7.5% | +26.5% | +27.8% |
| All | +18.9% | -8.7% | +27.6% | +27.8% |
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