+3.8%
IEF vs WING
+379.2%
-375.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -1.2% | +0.2% | -1.4% | -1.2% |
| 30D | -1.5% | -0.5% | -1.0% | -1.5% |
| 3M | -1.7% | -23.9% | +22.2% | -1.5% |
| 6M | -3.5% | -48.9% | +45.4% | -3.0% |
| YTD | -2.6% | -53.3% | +50.7% | -2.1% |
| 1Y | -2.4% | -60.3% | +57.9% | -1.8% |
| 3Y | +8.9% | -30.1% | +39.0% | +8.6% |
| 5Y | -9.2% | -36.2% | +26.9% | -10.0% |
| All | +3.8% | +379.2% | -375.4% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling