-27.2%
IOVA vs WING
+656.3%
-683.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.3% |
| 7D | -5.2% | +9.0% | -14.2% | -7.6% |
| 30D | -37.8% | +39.9% | -77.7% | -44.0% |
| 3M | +29.5% | +40.4% | -10.9% | +15.2% |
| 6M | +96.6% | +12.9% | +83.7% | +83.1% |
| YTD | +194.5% | -31.1% | +225.6% | +207.7% |
| 1Y | +248.1% | -32.7% | +280.8% | +263.8% |
| 3Y | +86.1% | -19.8% | +105.9% | +67.9% |
| 5Y | -67.8% | +4.0% | -71.8% | -75.2% |
| 10Y | +38.6% | +684.4% | -645.8% | -51.2% |
| All | -27.2% | +656.3% | -683.6% | -76.0% |
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