+41.1%
IGV vs WWD
+164.2%
-123.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.4% |
| 7D | -3.3% | +0.8% | -4.1% | -3.5% |
| 30D | 0.0% | -6.4% | +6.4% | +1.2% |
| 3M | +7.3% | -5.6% | +13.0% | +7.7% |
| 6M | +16.7% | -9.1% | +25.8% | +17.2% |
| YTD | -2.8% | +12.5% | -15.4% | -9.6% |
| 1Y | -6.7% | +41.3% | -48.0% | -20.9% |
| 3Y | +41.1% | +170.2% | -129.1% | -8.4% |
| All | +41.1% | +164.2% | -123.0% | -8.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling