+23.3%
IRM vs WING
-63.4%
+86.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.7% |
| 7D | +3.0% | -2.3% | +5.3% | +2.9% |
| 30D | -5.2% | -5.6% | +0.4% | -5.3% |
| 3M | -8.0% | -22.9% | +14.9% | -8.8% |
| 6M | +9.2% | -50.4% | +59.6% | +5.4% |
| YTD | +41.0% | -53.3% | +94.3% | +35.3% |
| 1Y | +23.3% | -61.2% | +84.5% | +19.6% |
| All | +23.3% | -63.4% | +86.7% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling