+370.2%
WING vs IBN
+316.4%
+53.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +0.2% | -5.5% | +5.7% | +1.7% |
| 30D | -0.5% | -3.4% | +2.9% | +0.4% |
| 3M | -23.9% | +8.7% | -32.5% | -25.6% |
| 6M | -48.9% | +3.7% | -52.6% | -49.4% |
| YTD | -53.3% | -2.4% | -51.0% | -53.1% |
| 1Y | -60.3% | -8.1% | -52.2% | -59.6% |
| 3Y | -30.1% | +26.3% | -56.4% | -34.9% |
| 5Y | -36.2% | +54.9% | -91.1% | -43.3% |
| All | +370.2% | +316.4% | +53.7% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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