-7.6%
IGV vs BBWI
+1.2%
-8.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.2% | -0.5% |
| 7D | +2.5% | -4.5% | +7.0% | +2.8% |
| 30D | -8.6% | +17.1% | -25.7% | -9.7% |
| 3M | -1.6% | +17.5% | -19.0% | -3.1% |
| 6M | +13.4% | +12.8% | +0.6% | +11.9% |
| YTD | -4.0% | +8.2% | -12.1% | -5.1% |
| 1Y | -7.6% | -1.8% | -5.8% | -8.2% |
| All | -7.6% | +1.2% | -8.8% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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