+127.0%
IBB vs WING
+359.3%
-232.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -3.9% | -2.3% | -1.6% | -3.5% |
| 30D | +2.7% | -5.6% | +8.4% | +3.4% |
| 3M | +21.4% | -22.9% | +44.3% | +25.5% |
| 6M | +20.1% | -50.4% | +70.5% | +32.8% |
| YTD | +21.9% | -53.3% | +75.2% | +34.8% |
| 1Y | +44.1% | -61.2% | +105.3% | +63.7% |
| 3Y | +63.4% | -30.1% | +93.4% | +55.9% |
| 5Y | +19.8% | -35.0% | +54.8% | +10.0% |
| 10Y | +127.0% | +375.5% | -248.5% | +49.8% |
| All | +127.0% | +359.3% | -232.3% | +49.8% |
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