+44.9%
IBKR vs WING
-58.1%
+103.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.0% | -3.8% | +1.7% |
| 7D | -1.3% | +7.2% | -8.6% | -1.9% |
| 30D | -0.2% | +4.8% | -5.0% | -0.8% |
| 3M | +3.0% | -23.7% | +26.6% | +4.8% |
| 6M | +33.9% | -43.6% | +77.4% | +41.8% |
| YTD | +42.5% | -50.6% | +93.1% | +55.0% |
| 1Y | +44.9% | -57.0% | +101.9% | +64.6% |
| All | +44.9% | -58.1% | +103.0% | +64.6% |
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