+65.4%
IVZ vs WING
+342.3%
-276.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | +0.6% | -3.9% | +4.5% | +1.4% |
| 30D | +4.0% | -11.6% | +15.6% | +6.2% |
| 3M | +18.2% | -24.2% | +42.4% | +23.5% |
| 6M | +32.8% | -54.1% | +86.9% | +52.9% |
| YTD | +28.7% | -53.9% | +82.7% | +46.7% |
| 1Y | +55.4% | -64.4% | +119.7% | +85.8% |
| 3Y | +135.2% | -30.2% | +165.4% | +123.6% |
| 5Y | +64.2% | -34.1% | +98.3% | +49.8% |
| All | +65.4% | +342.3% | -276.9% | -0.5% |
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