-7.5%
IGV vs SPMO
+11.0%
-18.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | -7.5% | -8.9% | +1.4% | -5.0% |
| 30D | -5.6% | -13.8% | +8.2% | -1.8% |
| 3M | +1.5% | -12.5% | +14.0% | +5.2% |
| 6M | +17.1% | -1.5% | +18.6% | +11.6% |
| YTD | -2.0% | +11.3% | -13.3% | -14.0% |
| 1Y | -7.5% | +11.5% | -19.0% | -19.1% |
| All | -7.5% | +11.0% | -18.5% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling