+22.0%
IGV vs WING
-35.4%
+57.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | 0.0% | -6.0% | +6.0% | +0.8% |
| 3M | +7.3% | -23.5% | +30.8% | +12.4% |
| 6M | +16.7% | -52.0% | +68.7% | +34.6% |
| YTD | -2.8% | -53.8% | +51.0% | +11.7% |
| 1Y | -6.7% | -63.8% | +57.1% | +13.2% |
| 3Y | +41.1% | -30.8% | +71.9% | +28.7% |
| 5Y | +22.0% | -34.3% | +56.3% | +2.6% |
| All | +22.0% | -35.4% | +57.4% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling