+365.4%
STX vs IGV
-1.8%
+367.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.6% | +6.6% |
| 7D | +2.4% | -4.5% | +6.9% | +2.9% |
| 30D | +1.4% | +3.2% | -1.8% | +0.9% |
| 3M | -8.2% | +4.5% | -12.7% | -7.3% |
| 6M | +127.0% | +22.1% | +104.9% | +117.5% |
| YTD | +209.1% | -1.0% | +210.2% | +254.5% |
| 1Y | +365.4% | -2.1% | +367.5% | +435.4% |
| All | +365.4% | -1.8% | +367.2% | +435.4% |
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