+95.3%
IYR vs WING
+405.9%
-310.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | -1.2% | -3.9% | +2.6% | -0.7% |
| 30D | -2.9% | -11.6% | +8.7% | -1.5% |
| 3M | +0.8% | -24.2% | +25.0% | +4.0% |
| 6M | +1.9% | -54.1% | +55.9% | +12.0% |
| YTD | +9.6% | -53.9% | +63.5% | +19.5% |
| 1Y | +8.1% | -64.4% | +72.4% | +21.8% |
| 3Y | +29.2% | -30.2% | +59.4% | +24.1% |
| 5Y | +4.3% | -34.1% | +38.4% | -3.0% |
| 10Y | +64.7% | +342.1% | -277.5% | +9.6% |
| All | +95.3% | +405.9% | -310.5% | +24.8% |
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