+571.5%
IRM vs WING
+405.9%
+165.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | -0.5% | -3.9% | +3.4% | 0.0% |
| 30D | -8.1% | -11.6% | +3.5% | -7.0% |
| 3M | -9.7% | -24.2% | +14.5% | -7.2% |
| 6M | +10.0% | -54.1% | +64.1% | +19.6% |
| YTD | +43.0% | -53.9% | +96.9% | +53.9% |
| 1Y | +32.7% | -64.4% | +97.0% | +47.1% |
| 3Y | +102.7% | -30.2% | +132.9% | +97.6% |
| 5Y | +187.6% | -34.1% | +221.7% | +173.0% |
| 10Y | +420.1% | +342.1% | +78.0% | +260.8% |
| All | +571.5% | +405.9% | +165.6% | +345.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling