+1,122.5%
IGV vs WU
-21.8%
+1,144.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.7% |
| 7D | +2.3% | -2.0% | +4.4% | +3.0% |
| 30D | -6.0% | +11.4% | -17.4% | -10.1% |
| 3M | -4.8% | -6.8% | +2.0% | -3.0% |
| 6M | +14.2% | -14.6% | +28.9% | +18.6% |
| YTD | -4.2% | -20.6% | +16.4% | +1.7% |
| 1Y | -5.3% | -15.4% | +10.1% | -2.0% |
| 3Y | +38.8% | -23.6% | +62.4% | +44.9% |
| 5Y | +14.2% | -43.4% | +57.6% | +30.8% |
| 10Y | +357.6% | -38.8% | +396.4% | +382.0% |
| All | +1,122.5% | -21.8% | +1,144.4% | +955.7% |
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