-8.8%
SMCI vs IGV
-10.1%
+1.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.1% |
| 7D | +1.3% | -2.9% | +4.2% | +3.4% |
| 30D | +6.6% | -1.5% | +8.1% | +7.2% |
| 3M | +25.4% | +11.7% | +13.8% | +13.5% |
| 6M | +26.1% | +18.4% | +7.7% | +11.1% |
| YTD | +37.0% | -3.9% | +40.9% | +50.7% |
| 1Y | -8.8% | -9.7% | +0.9% | +16.5% |
| All | -8.8% | -10.1% | +1.4% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling