+38.2%
IVZ vs WING
+620.6%
-582.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +0.3% |
| 7D | +5.1% | -3.9% | +9.0% | +5.9% |
| 30D | -1.6% | +26.6% | -28.2% | -6.4% |
| 3M | -9.1% | +42.5% | -51.6% | -16.2% |
| 6M | +1.8% | +29.4% | -27.6% | -5.4% |
| YTD | +10.8% | -32.8% | +43.6% | +16.4% |
| 1Y | +19.1% | -33.5% | +52.6% | +25.0% |
| 3Y | +144.4% | -23.4% | +167.8% | +130.8% |
| 5Y | +33.6% | -0.4% | +34.0% | +11.8% |
| All | +38.2% | +620.6% | -582.3% | -28.7% |
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 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