+98.0%
IYR vs WING
+672.3%
-574.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | +6.1% | +32.3% | -26.2% | +1.9% |
| 3M | +0.9% | +50.2% | -49.2% | -5.1% |
| 6M | +1.2% | +31.7% | -30.5% | -3.8% |
| YTD | +11.1% | -29.6% | +40.7% | +13.9% |
| 1Y | +9.0% | -29.7% | +38.7% | +11.5% |
| 3Y | +41.4% | -19.8% | +61.2% | +34.5% |
| 5Y | +6.7% | +3.1% | +3.6% | -6.9% |
| 10Y | +87.7% | +682.9% | -595.2% | +15.1% |
| All | +98.0% | +672.3% | -574.3% | +18.9% |
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 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