+293.0%
IBKR vs WING
-25.6%
+318.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.0% | -3.8% | +1.5% |
| 7D | -1.3% | +7.2% | -8.6% | -2.2% |
| 30D | -0.2% | +4.8% | -5.0% | -1.1% |
| 3M | +3.0% | -23.7% | +26.6% | +5.8% |
| 6M | +33.9% | -43.6% | +77.4% | +43.1% |
| YTD | +42.5% | -50.6% | +93.1% | +54.9% |
| 1Y | +44.9% | -57.0% | +101.9% | +60.1% |
| 3Y | +293.0% | -28.3% | +321.3% | +340.6% |
| All | +293.0% | -25.6% | +318.6% | +340.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling