+213.5%
IWD vs WING
+405.9%
-192.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -0.3% | -3.9% | +3.6% | +0.2% |
| 30D | +0.6% | -11.6% | +12.2% | +1.9% |
| 3M | +7.2% | -24.2% | +31.4% | +10.5% |
| 6M | +16.2% | -54.1% | +70.3% | +27.2% |
| YTD | +23.3% | -53.9% | +77.2% | +34.0% |
| 1Y | +29.6% | -64.4% | +93.9% | +45.1% |
| 3Y | +70.5% | -30.2% | +100.7% | +65.3% |
| 5Y | +73.5% | -34.1% | +107.6% | +63.4% |
| 10Y | +198.3% | +342.1% | -143.8% | +98.3% |
| All | +213.5% | +405.9% | -192.3% | +99.0% |
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 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