+23.1%
IGV vs SPXU
-86.1%
+109.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | -0.8% |
| 7D | -2.9% | +2.5% | -5.4% | -1.8% |
| 30D | -1.5% | +4.2% | -5.7% | +0.6% |
| 3M | +11.7% | -9.3% | +20.9% | +8.1% |
| 6M | +18.4% | -30.7% | +49.1% | +3.1% |
| YTD | -3.9% | -28.1% | +24.2% | -14.3% |
| 1Y | -9.7% | -35.2% | +25.6% | -22.2% |
| 3Y | +38.4% | -79.9% | +118.4% | -18.8% |
| All | +23.1% | -86.1% | +109.3% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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