+193.0%
IRM vs WING
-35.6%
+228.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | -0.5% | -3.9% | +3.4% | -0.1% |
| 30D | -8.1% | -11.6% | +3.5% | -7.1% |
| 3M | -9.7% | -24.2% | +14.5% | -7.5% |
| 6M | +10.0% | -54.1% | +64.1% | +18.7% |
| YTD | +43.0% | -53.9% | +96.9% | +52.7% |
| 1Y | +32.7% | -64.4% | +97.0% | +46.3% |
| 3Y | +102.7% | -30.2% | +132.9% | +93.0% |
| All | +193.0% | -35.6% | +228.6% | +157.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling