+166.9%
IWM vs WING
+341.7%
-174.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | -2.3% | -6.0% | +3.7% | -1.5% |
| 3M | +4.0% | -23.5% | +27.4% | +8.5% |
| 6M | +17.9% | -52.0% | +69.9% | +34.0% |
| YTD | +20.2% | -53.8% | +74.0% | +36.2% |
| 1Y | +25.0% | -63.8% | +88.8% | +48.0% |
| 3Y | +66.0% | -30.8% | +96.8% | +59.3% |
| 5Y | +40.0% | -34.3% | +74.3% | +28.9% |
| 10Y | +166.9% | +352.4% | -185.5% | +58.9% |
| All | +166.9% | +341.7% | -174.9% | +58.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling