-5.3%
IGV vs WEC
+9.5%
-14.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | +0.3% |
| 7D | +2.3% | +2.3% | 0.0% | +3.7% |
| 30D | -6.0% | +11.1% | -17.1% | +0.5% |
| 3M | -4.8% | +8.4% | -13.2% | 0.0% |
| 6M | +14.2% | +7.5% | +6.7% | +20.5% |
| YTD | -4.2% | +15.3% | -19.6% | +8.4% |
| 1Y | -5.3% | +9.7% | -15.0% | +4.7% |
| All | -5.3% | +9.5% | -14.8% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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