+46.2%
IBB vs WING
-64.3%
+110.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -1.7% | -0.1% | -1.5% | -1.7% |
| 30D | +4.9% | -6.0% | +10.9% | +5.1% |
| 3M | +24.2% | -23.5% | +47.7% | +25.4% |
| 6M | +23.8% | -52.0% | +75.8% | +27.7% |
| YTD | +23.0% | -53.8% | +76.8% | +26.5% |
| 1Y | +46.2% | -63.8% | +110.0% | +57.9% |
| All | +46.2% | -64.3% | +110.5% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling