+368.8%
SNXX vs IGV
+2.5%
+366.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.3% | -7.4% | -7.0% |
| 7D | -12.0% | -2.9% | -9.1% | -12.4% |
| 30D | +37.9% | -1.5% | +39.5% | +37.8% |
| 3M | -52.7% | +11.7% | -64.3% | -50.1% |
| 6M | +194.8% | +18.4% | +176.4% | +197.5% |
| All | +368.8% | +2.5% | +366.3% | +336.5% |
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 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