+877.7%
IBKR vs WING
+412.2%
+465.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.9% |
| 7D | +1.3% | -2.3% | +3.6% | +1.7% |
| 30D | -0.3% | -5.6% | +5.3% | +0.3% |
| 3M | +4.7% | -22.9% | +27.6% | +8.5% |
| 6M | +34.0% | -50.4% | +84.5% | +49.6% |
| YTD | +40.8% | -53.3% | +94.1% | +57.9% |
| 1Y | +45.7% | -61.2% | +107.0% | +68.1% |
| 3Y | +288.4% | -30.1% | +318.4% | +279.0% |
| 5Y | +487.2% | -35.0% | +522.2% | +450.6% |
| 10Y | +991.2% | +375.5% | +615.7% | +535.1% |
| All | +877.7% | +412.2% | +465.5% | +441.0% |
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