+619.5%
WING vs IAG
+389.3%
+230.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -2.5% | -7.7% | +5.2% | -1.8% |
| 30D | +29.5% | +1.6% | +27.9% | +29.3% |
| 3M | +40.2% | -2.4% | +42.6% | +40.1% |
| 6M | +32.7% | -7.8% | +40.5% | +32.8% |
| YTD | -32.8% | +5.0% | -37.8% | -33.9% |
| 1Y | -31.7% | +25.7% | -57.4% | -33.9% |
| 3Y | -24.7% | +694.5% | -719.2% | -39.5% |
| 5Y | -0.5% | +421.7% | -422.2% | -21.2% |
| All | +619.5% | +389.3% | +230.2% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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