+635.6%
WING vs IBN
+320.4%
+315.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | -3.9% | +5.7% | -9.6% | -5.3% |
| 30D | +26.6% | +20.5% | +6.1% | +20.7% |
| 3M | +42.5% | +15.2% | +27.3% | +37.4% |
| 6M | +29.4% | +34.5% | -5.1% | +20.0% |
| YTD | -32.8% | +16.4% | -49.1% | -35.4% |
| 1Y | -33.5% | +13.5% | -47.0% | -35.7% |
| 3Y | -23.4% | +55.4% | -78.8% | -32.0% |
| 5Y | -0.4% | +73.1% | -73.5% | -13.9% |
| 10Y | +647.8% | +383.7% | +264.1% | +430.3% |
| All | +635.6% | +320.4% | +315.1% | +462.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling