-7.5%
IGV vs WPM
+38.8%
-46.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.0% | -11.1% | -0.5% |
| 7D | -7.5% | +3.9% | -11.4% | -7.9% |
| 30D | -5.6% | -3.5% | -2.1% | -5.4% |
| 3M | +1.5% | +14.1% | -12.6% | -0.5% |
| 6M | +17.1% | +6.2% | +10.9% | +15.2% |
| YTD | -2.0% | +12.4% | -14.4% | -7.3% |
| 1Y | -7.5% | +40.0% | -47.5% | -17.7% |
| All | -7.5% | +38.8% | -46.3% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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