-7.5%
IGV vs GWW
+55.5%
-63.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.5% | -5.7% | +1.2% |
| 7D | -7.5% | +11.1% | -18.5% | -6.9% |
| 30D | -5.6% | +15.7% | -21.4% | -4.9% |
| 3M | +1.5% | +14.8% | -13.2% | +2.2% |
| 6M | +17.1% | +30.9% | -13.8% | +18.2% |
| YTD | -2.0% | +48.5% | -50.5% | -1.0% |
| 1Y | -7.5% | +57.1% | -64.6% | -7.6% |
| All | -7.5% | +55.5% | -63.0% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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