-21.2%
WING vs IBN
+58.3%
-79.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -0.5% | +11.1% | -11.7% | -4.4% |
| 30D | +32.3% | +23.9% | +8.5% | +22.3% |
| 3M | +50.2% | +16.3% | +33.9% | +41.9% |
| 6M | +31.7% | +34.2% | -2.6% | +18.6% |
| YTD | -29.6% | +17.6% | -47.2% | -34.2% |
| 1Y | -29.7% | +13.8% | -43.6% | -33.9% |
| All | -21.2% | +58.3% | -79.5% | -30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling