+439.6%
IRM vs WING
+359.3%
+80.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.9% |
| 7D | +3.0% | -2.3% | +5.3% | +3.3% |
| 30D | -5.2% | -5.6% | +0.4% | -4.8% |
| 3M | -8.0% | -22.9% | +14.9% | -5.8% |
| 6M | +9.2% | -50.4% | +59.6% | +17.5% |
| YTD | +41.0% | -53.3% | +94.3% | +51.4% |
| 1Y | +23.3% | -61.2% | +84.5% | +35.1% |
| 3Y | +102.8% | -30.1% | +132.9% | +97.2% |
| 5Y | +192.8% | -35.0% | +227.8% | +177.5% |
| 10Y | +439.6% | +375.5% | +64.1% | +272.3% |
| All | +439.6% | +359.3% | +80.3% | +272.3% |
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 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