+79.5%
IBB vs WING
+405.9%
-326.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.4% |
| 3M | +23.6% | -24.2% | +47.8% | +28.3% |
| 6M | +22.6% | -54.1% | +76.7% | +37.5% |
| YTD | +25.7% | -53.9% | +79.6% | +39.4% |
| 1Y | +51.4% | -64.4% | +115.7% | +74.8% |
| 3Y | +64.4% | -30.2% | +94.6% | +57.4% |
| 5Y | +22.1% | -34.1% | +56.3% | +12.6% |
| 10Y | +132.5% | +342.1% | -209.7% | +46.3% |
| All | +79.5% | +405.9% | -326.3% | +6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling