+7.3%
IEF vs WING
+620.3%
-612.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | -2.0% | -2.5% | +0.5% | -2.0% |
| 30D | +0.7% | +29.5% | -28.8% | +0.5% |
| 3M | -2.5% | +40.2% | -42.7% | -2.8% |
| 6M | -2.6% | +32.7% | -35.3% | -2.9% |
| YTD | -3.2% | -32.8% | +29.6% | -3.0% |
| 1Y | -3.0% | -31.7% | +28.7% | -2.9% |
| 3Y | +10.5% | -24.7% | +35.3% | +10.2% |
| 5Y | -8.2% | -0.5% | -7.7% | -9.2% |
| All | +7.3% | +620.3% | -612.9% | +10.0% |
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 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