+409.4%
IWF vs WING
+379.2%
+30.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -1.8% | -0.5% | -1.4% | -2.1% |
| 3M | +1.5% | -23.9% | +25.3% | +5.8% |
| 6M | +7.7% | -48.9% | +56.6% | +20.6% |
| YTD | +2.7% | -53.3% | +56.1% | +15.8% |
| 1Y | +6.8% | -60.3% | +67.1% | +23.6% |
| 3Y | +76.9% | -30.1% | +107.0% | +69.9% |
| 5Y | +73.4% | -36.2% | +109.6% | +60.5% |
| All | +409.4% | +379.2% | +30.3% | +228.0% |
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 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