+111.8%
IRM vs WING
-23.4%
+135.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.8% | -2.5% | +9.3% | +6.9% |
| 30D | +2.6% | +29.5% | -26.9% | +0.8% |
| 3M | -9.5% | +40.2% | -49.6% | -11.8% |
| 6M | -8.5% | +32.7% | -41.2% | -11.0% |
| YTD | +40.3% | -32.8% | +73.1% | +42.2% |
| 1Y | +28.7% | -31.7% | +60.4% | +29.8% |
| 3Y | +111.8% | -24.7% | +136.5% | +74.3% |
| All | +111.8% | -23.4% | +135.2% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling