+97.7%
IAU vs WING
-23.4%
+121.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -4.6% | -2.5% | -2.1% | -4.5% |
| 30D | -5.4% | +29.5% | -35.0% | -5.8% |
| 3M | -10.9% | +40.2% | -51.1% | -11.3% |
| 6M | -17.4% | +32.7% | -50.1% | -17.6% |
| YTD | -10.2% | -32.8% | +22.6% | -10.0% |
| 1Y | -7.1% | -31.7% | +24.7% | -6.7% |
| 3Y | +97.7% | -24.7% | +122.4% | +95.1% |
| All | +97.7% | -23.4% | +121.1% | +95.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling