+2,909.5%
SMH vs IGV
+951.3%
+1,958.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.8% | +3.0% | +2.9% |
| 7D | +5.2% | -3.3% | +8.5% | +8.2% |
| 30D | -1.5% | 0.0% | -1.5% | -2.5% |
| 3M | -4.1% | +7.3% | -11.4% | -12.1% |
| 6M | +50.8% | +16.7% | +34.0% | +24.5% |
| YTD | +59.3% | -2.8% | +62.2% | +54.2% |
| 1Y | +94.1% | -6.7% | +100.8% | +95.6% |
| 3Y | +286.7% | +41.1% | +245.6% | +165.5% |
| 5Y | +339.4% | +22.0% | +317.4% | +244.5% |
| 10Y | +1,803.3% | +357.9% | +1,445.3% | +326.7% |
| All | +2,909.5% | +951.3% | +1,958.2% | +161.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling