+403.1%
IGV vs WING
+685.5%
-282.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | -0.2% |
| 7D | -2.3% | +5.0% | -7.2% | -3.4% |
| 30D | -11.0% | +38.7% | -49.7% | -17.7% |
| 3M | -4.5% | +44.7% | -49.2% | -13.4% |
| 6M | +10.1% | +31.5% | -21.4% | +1.0% |
| YTD | -5.1% | -28.4% | +23.4% | -1.5% |
| 1Y | -10.2% | -28.2% | +17.9% | -7.3% |
| 3Y | +37.7% | -18.4% | +56.2% | +28.4% |
| 5Y | +15.7% | +5.2% | +10.4% | -5.4% |
| 10Y | +357.1% | +699.8% | -342.7% | +139.9% |
| All | +403.1% | +685.5% | -282.4% | +156.0% |
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 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