-5.3%
IGV vs WWD
+21.4%
-26.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.3% |
| 7D | +2.3% | +4.0% | -1.6% | +2.4% |
| 30D | -6.0% | +0.4% | -6.4% | -5.9% |
| 3M | -4.8% | -7.9% | +3.1% | -5.3% |
| 6M | +14.2% | -10.6% | +24.9% | +13.6% |
| YTD | -4.2% | +9.4% | -13.6% | -5.5% |
| 1Y | -5.3% | +25.7% | -31.0% | -7.4% |
| All | -5.3% | +21.4% | -26.6% | -7.4% |
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