-20.5%
IOVA vs WING
+405.9%
-426.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +9.7% | -3.9% | +13.6% | +10.9% |
| 30D | +102.5% | -11.6% | +114.1% | +107.2% |
| 3M | +100.7% | -24.2% | +124.9% | +112.2% |
| 6M | +106.3% | -54.1% | +160.4% | +150.7% |
| YTD | +222.0% | -53.9% | +275.9% | +282.4% |
| 1Y | +299.5% | -64.4% | +363.9% | +406.5% |
| 3Y | +42.9% | -30.2% | +73.1% | +32.7% |
| 5Y | -65.0% | -34.1% | -30.9% | -68.9% |
| 10Y | +10.3% | +342.1% | -331.9% | -53.1% |
| All | -20.5% | +405.9% | -426.3% | -70.2% |
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 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