+218.0%
IAU vs WING
+379.2%
-161.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | -1.1% | -0.5% | -0.6% | -1.1% |
| 3M | +5.8% | -23.9% | +29.7% | +6.5% |
| 6M | -16.9% | -48.9% | +31.9% | -15.6% |
| YTD | +0.1% | -53.3% | +53.5% | +1.9% |
| 1Y | +18.4% | -60.3% | +78.7% | +20.8% |
| 3Y | +123.6% | -30.1% | +153.7% | +121.7% |
| 5Y | +138.7% | -36.2% | +174.9% | +136.1% |
| All | +218.0% | +379.2% | -161.2% | +204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling