+357.7%
IGV vs SONY
+293.1%
+64.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.4% |
| 7D | -2.9% | -2.7% | -0.2% | -1.7% |
| 30D | -1.5% | +1.5% | -3.0% | -2.3% |
| 3M | +11.7% | +13.0% | -1.3% | +5.1% |
| 6M | +18.4% | +11.2% | +7.2% | +11.6% |
| YTD | -3.9% | -6.6% | +2.7% | -2.1% |
| 1Y | -9.7% | -18.1% | +8.5% | -2.6% |
| 3Y | +38.4% | +42.1% | -3.6% | +10.5% |
| 5Y | +21.6% | +11.0% | +10.5% | +8.0% |
| All | +357.7% | +293.1% | +64.7% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling