+914.8%
IGV vs SUI
+1,359.8%
-445.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.4% |
| 7D | -5.2% | +6.2% | -11.4% | -7.4% |
| 30D | -10.0% | +8.6% | -18.6% | -13.1% |
| 3M | -0.5% | +1.0% | -1.5% | -1.4% |
| 6M | +12.6% | -2.6% | +15.2% | +12.7% |
| YTD | -6.4% | -0.1% | -6.3% | -7.5% |
| 1Y | -9.5% | +0.5% | -10.0% | -10.9% |
| 3Y | +41.7% | +15.3% | +26.4% | +29.1% |
| 5Y | +12.7% | -26.1% | +38.8% | +21.0% |
| 10Y | +354.1% | +117.8% | +236.2% | +210.7% |
| All | +914.8% | +1,359.8% | -445.0% | +183.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling