+37.7%
IGV vs SE
+74.0%
-36.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.8% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -11.0% | -19.4% | +8.4% | -7.5% |
| 3M | -4.5% | -33.1% | +28.6% | +2.3% |
| 6M | +10.1% | -11.4% | +21.5% | +11.1% |
| YTD | -5.1% | -39.8% | +34.7% | +2.6% |
| 1Y | -10.2% | -50.5% | +40.2% | +0.7% |
| 3Y | +37.7% | +68.9% | -31.1% | +35.1% |
| All | +37.7% | +74.0% | -36.2% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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