+1,163.4%
IGV vs WU
-19.6%
+1,183.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -1.9% |
| 7D | -4.5% | -0.8% | -3.7% | -4.3% |
| 30D | +3.2% | -1.1% | +4.3% | +3.5% |
| 3M | +4.5% | -3.9% | +8.4% | +4.4% |
| 6M | +22.1% | -20.7% | +42.8% | +30.9% |
| YTD | -1.0% | -18.4% | +17.3% | +4.6% |
| 1Y | -2.1% | -8.1% | +6.0% | -1.9% |
| 3Y | +44.6% | -24.2% | +68.7% | +51.8% |
| 5Y | +22.2% | -50.4% | +72.6% | +48.1% |
| 10Y | +364.7% | -40.0% | +404.8% | +396.9% |
| All | +1,163.4% | -19.6% | +1,183.0% | +986.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 all: compounded portfolio wealth divided by compounded WU 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…
all analysis · Full analysis span regression · 6 months rolling