+17.1%
INGN price history and return analytics
+74.0%
-56.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.6% |
| 7D | -5.6% | +2.4% | -8.0% | -8.2% |
| 30D | -7.2% | -1.5% | -5.7% | -5.6% |
| 3M | -2.1% | -4.1% | +2.1% | +2.7% |
| 6M | -16.4% | +0.6% | -17.0% | -17.7% |
| YTD | -15.3% | +11.0% | -26.4% | -27.3% |
| 1Y | -17.3% | +13.3% | -30.6% | -31.1% |
| 3Y | +17.1% | +73.4% | -56.3% | -71.0% |
| All | +17.1% | +74.0% | -56.9% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling