-9.9%
IGV vs WSM
+11.5%
-21.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.0% | -0.4% |
| 7D | -5.4% | +0.4% | -5.8% | -5.4% |
| 30D | -2.6% | -10.7% | +8.1% | -1.0% |
| 3M | +10.5% | +8.5% | +2.0% | +9.4% |
| 6M | +18.2% | +19.6% | -1.5% | +14.9% |
| YTD | -4.2% | +26.6% | -30.8% | -7.0% |
| All | -9.9% | +11.5% | -21.4% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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