+953.6%
IGV vs SRE
+1,311.2%
-357.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | -3.3% | +1.4% | -4.8% | -3.9% |
| 30D | 0.0% | +1.9% | -1.9% | -1.1% |
| 3M | +7.3% | -3.3% | +10.6% | +8.1% |
| 6M | +16.7% | -6.4% | +23.1% | +18.5% |
| YTD | -2.8% | -1.8% | -1.0% | -3.7% |
| 1Y | -6.7% | +10.7% | -17.4% | -12.5% |
| 3Y | +41.1% | +31.8% | +9.3% | +18.9% |
| 5Y | +22.0% | +49.2% | -27.2% | -4.1% |
| 10Y | +357.9% | +118.5% | +239.4% | +181.2% |
| All | +953.6% | +1,311.2% | -357.7% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling