+66.7%
SNXX vs IGV
+4.5%
+62.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.9% | -16.6% | -15.8% |
| 7D | -47.8% | -7.5% | -40.3% | -47.6% |
| 30D | -66.0% | -5.6% | -60.4% | -65.9% |
| 3M | -57.5% | +1.5% | -59.0% | -56.5% |
| 6M | -66.7% | +17.1% | -83.8% | -63.1% |
| All | +66.7% | +4.5% | +62.2% | +58.7% |
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