-2.1%
IGV vs SPMO
+29.9%
-32.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.7% |
| 7D | -4.5% | +2.0% | -6.5% | -5.1% |
| 30D | +3.2% | -0.4% | +3.6% | +3.3% |
| 3M | +4.5% | -1.9% | +6.4% | +4.1% |
| 6M | +22.1% | +25.0% | -2.9% | +2.9% |
| YTD | -1.0% | +26.0% | -27.1% | -17.3% |
| 1Y | -2.1% | +28.7% | -30.8% | -20.9% |
| All | -2.1% | +29.9% | -32.0% | -20.9% |
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