+6.1%
IOVA vs WING
+341.7%
-335.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +5.1% | -0.1% | +5.2% | +5.1% |
| 30D | +37.2% | -6.0% | +43.3% | +38.7% |
| 3M | +117.5% | -23.5% | +141.0% | +129.0% |
| 6M | +69.6% | -52.0% | +121.6% | +102.8% |
| YTD | +218.7% | -53.8% | +272.5% | +276.6% |
| 1Y | +265.5% | -63.8% | +329.3% | +358.8% |
| 3Y | +46.2% | -30.8% | +77.0% | +35.8% |
| 5Y | -63.2% | -34.3% | -29.0% | -67.5% |
| 10Y | +6.1% | +352.4% | -346.3% | -50.8% |
| All | +6.1% | +341.7% | -335.6% | -50.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling