+144.3%
IWM vs WING
+620.6%
-476.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.8% | -0.8% |
| 7D | +2.8% | -3.9% | +6.7% | +3.5% |
| 30D | +0.6% | +26.6% | -26.0% | -4.2% |
| 3M | -7.8% | +42.5% | -50.3% | -14.8% |
| 6M | -1.0% | +29.4% | -30.4% | -7.7% |
| YTD | +13.9% | -32.8% | +46.7% | +19.1% |
| 1Y | +15.4% | -33.5% | +48.9% | +20.6% |
| 3Y | +70.2% | -23.4% | +93.6% | +61.6% |
| 5Y | +23.7% | -0.4% | +24.1% | +4.5% |
| All | +144.3% | +620.6% | -476.2% | +32.3% |
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 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