+357.7%
IGV vs SU
+267.2%
+90.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | -2.9% | +2.2% | -5.1% | -3.3% |
| 30D | -1.5% | +8.4% | -10.0% | -3.0% |
| 3M | +11.7% | +12.1% | -0.4% | +9.1% |
| 6M | +18.4% | +19.7% | -1.2% | +13.9% |
| YTD | -3.9% | +58.4% | -62.3% | -12.5% |
| 1Y | -9.7% | +67.2% | -76.9% | -18.7% |
| 3Y | +38.4% | +125.0% | -86.6% | +16.4% |
| 5Y | +21.6% | +355.1% | -333.5% | -12.2% |
| All | +357.7% | +267.2% | +90.5% | +245.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling