+362.3%
IGV vs SUI
+120.9%
+241.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.2% |
| 7D | -1.3% | -2.4% | +1.2% | -0.4% |
| 30D | -8.1% | +3.3% | -11.5% | -9.6% |
| 3M | -1.6% | +0.7% | -2.3% | -2.3% |
| 6M | +12.7% | -4.1% | +16.9% | +13.5% |
| YTD | -3.3% | -1.8% | -1.4% | -3.8% |
| 1Y | -7.9% | -4.1% | -3.9% | -7.7% |
| 3Y | +40.3% | +17.4% | +23.0% | +25.8% |
| 5Y | +17.3% | -27.0% | +44.3% | +27.7% |
| 10Y | +362.3% | +121.2% | +241.1% | +258.1% |
| All | +362.3% | +120.9% | +241.4% | +258.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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