+38.8%
IGV vs SLB
+4.7%
+34.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | +2.3% | +3.5% | -1.2% | +1.7% |
| 30D | -6.0% | +6.5% | -12.5% | -7.0% |
| 3M | -4.8% | -0.2% | -4.6% | -5.0% |
| 6M | +14.2% | -5.7% | +20.0% | +15.0% |
| YTD | -4.2% | +36.8% | -41.1% | -12.4% |
| 1Y | -5.3% | +45.8% | -51.1% | -14.9% |
| 3Y | +38.8% | +3.4% | +35.4% | +32.6% |
| All | +38.8% | +4.7% | +34.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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