-26.1%
IOVA vs WING
+719.8%
-745.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.4% | -6.8% | -0.6% |
| 7D | +1.9% | +8.6% | -6.7% | -0.4% |
| 30D | -44.1% | +44.8% | -88.9% | -50.2% |
| 3M | +28.9% | +51.9% | -23.1% | +12.2% |
| 6M | +125.7% | +37.2% | +88.5% | +98.5% |
| YTD | +199.3% | -25.3% | +224.6% | +205.9% |
| 1Y | +255.2% | -25.1% | +280.3% | +260.2% |
| 3Y | +106.8% | -12.9% | +119.8% | +82.4% |
| 5Y | -67.1% | +12.0% | -79.1% | -75.1% |
| 10Y | +16.7% | +716.5% | -699.8% | -59.2% |
| All | -26.1% | +719.8% | -745.9% | -76.1% |
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