+424.4%
IGV vs WING
+405.9%
+18.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -2.0% |
| 7D | -4.5% | -3.9% | -0.7% | -3.7% |
| 30D | +3.2% | -11.6% | +14.8% | +5.6% |
| 3M | +4.5% | -24.2% | +28.7% | +10.0% |
| 6M | +22.1% | -54.1% | +76.2% | +43.1% |
| YTD | -1.0% | -53.9% | +52.9% | +14.4% |
| 1Y | -2.1% | -64.4% | +62.2% | +19.5% |
| 3Y | +44.6% | -30.2% | +74.8% | +38.3% |
| 5Y | +22.2% | -34.1% | +56.3% | +11.8% |
| 10Y | +364.7% | +342.1% | +22.6% | +179.1% |
| All | +424.4% | +405.9% | +18.5% | +197.4% |
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 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