+914.8%
IGV vs SLB
+234.7%
+680.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.3% |
| 7D | -5.2% | -7.1% | +1.9% | -3.3% |
| 30D | -10.0% | +4.1% | -14.1% | -11.0% |
| 3M | -0.5% | -2.6% | +2.1% | -0.3% |
| 6M | +12.6% | -8.6% | +21.2% | +14.1% |
| YTD | -6.4% | +32.2% | -38.6% | -15.2% |
| 1Y | -9.5% | +40.7% | -50.2% | -19.6% |
| 3Y | +41.7% | -4.5% | +46.2% | +37.3% |
| 5Y | +12.7% | +66.4% | -53.7% | -12.1% |
| 10Y | +354.1% | -15.1% | +369.2% | +291.0% |
| All | +914.8% | +234.7% | +680.1% | +353.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling