+16,011.1%
STX vs IGV
+1,978.2%
+14,032.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.6% | +8.2% |
| 7D | +2.4% | -4.5% | +6.9% | +5.9% |
| 30D | +1.4% | +3.2% | -1.8% | -2.6% |
| 3M | -8.2% | +4.5% | -12.7% | -13.9% |
| 6M | +127.0% | +22.1% | +104.9% | +82.3% |
| YTD | +209.1% | -1.0% | +210.2% | +193.2% |
| 1Y | +365.4% | -2.1% | +367.5% | +346.4% |
| 3Y | +1,135.4% | +44.6% | +1,090.8% | +725.7% |
| 5Y | +991.5% | +22.2% | +969.4% | +716.0% |
| 10Y | +3,695.8% | +364.7% | +3,331.1% | +619.9% |
| All | +16,011.1% | +1,978.2% | +14,032.9% | +787.6% |
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