-9.7%
IGV vs WWD
+41.6%
-51.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.4% |
| 7D | -2.9% | -2.6% | -0.3% | -3.0% |
| 30D | -1.5% | -6.9% | +5.4% | -1.8% |
| 3M | +11.7% | -13.0% | +24.7% | +10.9% |
| 6M | +18.4% | -12.5% | +30.9% | +17.8% |
| YTD | -3.9% | +11.8% | -15.8% | -6.3% |
| 1Y | -9.7% | +41.1% | -50.7% | -14.9% |
| All | -9.7% | +41.6% | -51.2% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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