-30.8%
WING vs IBN
+29.3%
-60.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.8% | +1.1% |
| 7D | -0.1% | -2.2% | +2.0% | +0.6% |
| 30D | -6.0% | -2.3% | -3.7% | -5.3% |
| 3M | -23.5% | +15.9% | -39.3% | -27.2% |
| 6M | -52.0% | +5.6% | -57.6% | -53.0% |
| YTD | -53.8% | -0.1% | -53.7% | -54.1% |
| 1Y | -63.8% | -6.5% | -57.3% | -63.5% |
| 3Y | -30.8% | +29.3% | -60.1% | -36.4% |
| All | -30.8% | +29.3% | -60.1% | -36.4% |
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