+38.3%
IEMG vs WING
-65.5%
+103.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.6% | +1.7% |
| 7D | +2.2% | -3.9% | +6.1% | +2.4% |
| 30D | +4.6% | -11.6% | +16.2% | +5.1% |
| 3M | +0.4% | -24.2% | +24.6% | +1.5% |
| 6M | +16.4% | -54.1% | +70.4% | +20.8% |
| YTD | +25.4% | -53.9% | +79.3% | +30.1% |
| 1Y | +38.3% | -64.4% | +102.6% | +45.6% |
| All | +38.3% | -65.5% | +103.8% | +45.6% |
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