+83.6%
IYR vs WING
+618.8%
-535.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +0.6% | -2.7% | +3.3% | +0.9% |
| 30D | +6.6% | +29.3% | -22.7% | +2.7% |
| 3M | -1.8% | +39.9% | -41.7% | -6.8% |
| 6M | +1.4% | +32.4% | -31.0% | -3.7% |
| YTD | +10.5% | -32.9% | +43.5% | +14.0% |
| 1Y | +10.6% | -31.9% | +42.5% | +13.6% |
| 3Y | +41.8% | -24.9% | +66.7% | +35.7% |
| 5Y | +6.0% | -0.7% | +6.7% | -7.6% |
| All | +83.6% | +618.8% | -535.2% | +19.9% |
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 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