+222.0%
IOVA vs WING
-33.3%
+255.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -3.5% | -2.5% | -1.0% | -3.5% |
| 30D | -45.4% | +29.5% | -74.9% | -45.6% |
| 3M | +19.0% | +40.2% | -21.2% | +17.2% |
| 6M | +112.0% | +32.7% | +79.3% | +107.7% |
| YTD | +184.2% | -32.8% | +217.1% | +185.3% |
| 1Y | +222.0% | -31.7% | +253.7% | +224.3% |
| All | +222.0% | -33.3% | +255.3% | +224.3% |
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