+299.5%
IOVA vs WING
-65.5%
+365.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.0% |
| 7D | +9.7% | -3.9% | +13.6% | +9.7% |
| 30D | +102.5% | -11.6% | +114.1% | +101.9% |
| 3M | +100.7% | -24.2% | +124.9% | +101.1% |
| 6M | +106.3% | -54.1% | +160.4% | +104.1% |
| YTD | +222.0% | -53.9% | +275.9% | +221.0% |
| 1Y | +299.5% | -64.4% | +363.9% | +379.2% |
| All | +299.5% | -65.5% | +365.1% | +379.2% |
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