+973.2%
IGV vs SUI
+1,334.9%
-361.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -4.5% | -2.8% | -1.7% | -3.5% |
| 30D | +3.2% | -1.2% | +4.4% | +3.5% |
| 3M | +4.5% | -1.7% | +6.3% | +4.8% |
| 6M | +22.1% | -10.5% | +32.6% | +26.5% |
| YTD | -1.0% | -1.8% | +0.8% | -1.2% |
| 1Y | -2.1% | -4.1% | +2.0% | -1.7% |
| 3Y | +44.6% | +11.3% | +33.3% | +33.6% |
| 5Y | +22.2% | -32.1% | +54.3% | +35.9% |
| 10Y | +364.7% | +110.4% | +254.3% | +222.9% |
| All | +973.2% | +1,334.9% | -361.7% | +203.3% |
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