+255.1%
SNXX vs IGV
+15.3%
+239.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.3% | -7.8% |
| 7D | +16.8% | -5.4% | +22.1% | +17.7% |
| 30D | +65.3% | -2.6% | +67.9% | +65.5% |
| 3M | -34.8% | +10.5% | -45.3% | -33.8% |
| 6M | +255.1% | +18.2% | +237.0% | +249.8% |
| All | +255.1% | +15.3% | +239.9% | +249.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling