+14.8%
IGV vs SMTC
+26.3%
-11.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.4% |
| 7D | +2.3% | +11.0% | -8.7% | +0.5% |
| 30D | -6.0% | -28.5% | +22.5% | -1.9% |
| 3M | -4.8% | -14.2% | +9.4% | -5.1% |
| 6M | +14.2% | -18.0% | +32.2% | +11.9% |
| YTD | -4.2% | +55.5% | -59.7% | -19.2% |
| 1Y | -5.3% | +69.5% | -74.8% | -21.7% |
| 3Y | +38.8% | +699.7% | -660.9% | -33.2% |
| All | +14.8% | +26.3% | -11.5% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling