+1,748.9%
IGV vs SPXS
-100.0%
+1,848.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | +0.2% |
| 7D | +2.3% | -7.5% | +9.8% | -0.5% |
| 30D | -6.0% | +5.3% | -11.3% | -3.2% |
| 3M | -4.8% | +9.7% | -14.5% | 0.0% |
| 6M | +14.2% | -4.6% | +18.8% | +15.1% |
| YTD | -4.2% | -25.8% | +21.5% | -10.8% |
| 1Y | -5.3% | -28.8% | +23.5% | -12.8% |
| 3Y | +38.8% | -80.2% | +118.9% | -10.2% |
| 5Y | +14.2% | -83.2% | +97.4% | -15.5% |
| 10Y | +357.6% | -99.5% | +457.1% | +43.2% |
| All | +1,748.9% | -100.0% | +1,848.9% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 all: compounded portfolio wealth divided by compounded SPXS 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…
all analysis · Full analysis span regression · 6 months rolling