+34.8%
SMCI vs IGV
+38.0%
-3.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | -1.3% | -5.4% | +4.1% | +5.3% |
| 30D | +18.3% | -2.6% | +20.9% | +20.6% |
| 3M | +27.7% | +10.5% | +17.2% | +8.1% |
| 6M | +17.6% | +18.2% | -0.6% | -8.7% |
| YTD | +27.7% | -4.2% | +31.9% | +34.3% |
| 1Y | -14.9% | -9.8% | -5.1% | -0.4% |
| All | +34.8% | +38.0% | -3.2% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling