+79.7%
IWD vs WING
-19.7%
+99.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | -0.5% | +9.0% | -9.5% | -1.0% |
| 30D | +2.7% | +39.9% | -37.3% | +0.4% |
| 3M | +0.9% | +40.4% | -39.5% | -1.5% |
| 6M | +10.5% | +12.9% | -2.3% | +9.2% |
| YTD | +23.7% | -31.1% | +54.8% | +25.7% |
| 1Y | +28.7% | -32.7% | +61.4% | +30.9% |
| 3Y | +79.7% | -19.8% | +99.5% | +63.3% |
| All | +79.7% | -19.7% | +99.4% | +63.3% |
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