+512.6%
IRM vs WING
+686.1%
-173.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.7% |
| 7D | -5.3% | -0.5% | -4.7% | -5.2% |
| 30D | -2.3% | +32.3% | -34.6% | -5.6% |
| 3M | -7.4% | +50.2% | -57.6% | -12.3% |
| 6M | -12.2% | +31.7% | -43.9% | -16.1% |
| YTD | +38.6% | -29.6% | +68.3% | +41.3% |
| 1Y | +14.9% | -29.7% | +44.6% | +16.9% |
| 3Y | +108.2% | -19.8% | +128.0% | +100.3% |
| 5Y | +183.8% | +3.1% | +180.8% | +154.3% |
| 10Y | +512.6% | +682.9% | -170.3% | +306.9% |
| All | +512.6% | +686.1% | -173.5% | +306.9% |
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