+3.1%
WING vs IAG
+461.2%
-458.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -0.5% | +3.4% | -4.0% | -0.8% |
| 30D | +32.3% | -2.7% | +35.0% | +32.5% |
| 3M | +50.2% | -0.5% | +50.7% | +49.8% |
| 6M | +31.7% | -4.8% | +36.5% | +31.2% |
| YTD | -29.6% | +9.6% | -39.2% | -31.3% |
| 1Y | -29.7% | +32.2% | -61.9% | -32.6% |
| 3Y | -19.8% | +692.5% | -712.3% | -38.6% |
| 5Y | +3.1% | +447.6% | -444.5% | -28.9% |
| All | +3.1% | +461.2% | -458.1% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling