-35.0%
WING vs IBN
+54.0%
-89.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.9% |
| 7D | -2.3% | -5.1% | +2.8% | +0.4% |
| 30D | -5.6% | -3.5% | -2.1% | -3.9% |
| 3M | -22.9% | +11.3% | -34.2% | -27.3% |
| 6M | -50.4% | +4.4% | -54.9% | -51.7% |
| YTD | -53.3% | -1.8% | -51.5% | -53.1% |
| 1Y | -61.2% | -8.0% | -53.2% | -59.9% |
| 3Y | -30.1% | +27.1% | -57.1% | -42.5% |
| 5Y | -35.0% | +54.5% | -89.5% | -55.0% |
| All | -35.0% | +54.0% | -89.0% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling