+945.1%
IGV vs SU
+1,781.1%
-836.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.2% |
| 7D | -1.5% | +1.6% | -3.1% | -1.9% |
| 30D | -3.0% | +10.7% | -13.8% | -5.4% |
| 3M | +9.6% | +13.5% | -3.9% | +5.8% |
| 6M | +16.1% | +21.8% | -5.7% | +9.7% |
| YTD | -3.6% | +58.8% | -62.5% | -14.9% |
| 1Y | -7.8% | +72.0% | -79.9% | -20.3% |
| 3Y | +40.0% | +121.7% | -81.7% | +11.9% |
| 5Y | +21.2% | +350.4% | -329.2% | -21.6% |
| 10Y | +364.4% | +264.7% | +99.7% | +190.1% |
| All | +945.1% | +1,781.1% | -836.1% | +259.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling