+22.4%
IBB vs WING
-34.0%
+56.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +1.4% | -3.9% | +5.3% | +2.0% |
| 30D | +10.5% | -11.6% | +22.1% | +12.1% |
| 3M | +23.6% | -24.2% | +47.8% | +27.6% |
| 6M | +22.6% | -54.1% | +76.7% | +35.7% |
| YTD | +25.7% | -53.9% | +79.6% | +37.7% |
| 1Y | +51.4% | -64.4% | +115.7% | +72.2% |
| 3Y | +64.4% | -30.2% | +94.6% | +51.7% |
| All | +22.4% | -34.0% | +56.4% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling