+38.0%
IGV vs SMTC
+546.3%
-508.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.3% |
| 7D | -5.4% | +17.5% | -22.9% | -7.3% |
| 30D | -2.6% | +21.3% | -23.9% | -5.4% |
| 3M | +10.5% | +3.1% | +7.4% | +8.4% |
| 6M | +18.2% | +81.7% | -63.5% | +5.3% |
| YTD | -4.2% | +115.9% | -120.2% | -17.2% |
| 1Y | -9.8% | +157.8% | -167.6% | -24.5% |
| All | +38.0% | +546.3% | -508.3% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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