+407.4%
IGV vs WING
+637.4%
-230.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +2.3% | -2.5% | +4.8% | +2.8% |
| 30D | -6.0% | +29.5% | -35.5% | -11.8% |
| 3M | -4.8% | +40.2% | -45.0% | -13.1% |
| 6M | +14.2% | +32.7% | -18.5% | +4.4% |
| YTD | -4.2% | -32.8% | +28.6% | +0.6% |
| 1Y | -5.3% | -31.7% | +26.4% | -1.2% |
| 3Y | +38.8% | -24.7% | +63.5% | +31.7% |
| 5Y | +14.2% | -0.5% | +14.7% | -5.5% |
| 10Y | +357.6% | +647.5% | -289.9% | +143.6% |
| All | +407.4% | +637.4% | -230.0% | +161.7% |
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