+404.4%
WING vs IBN
+270.4%
+134.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -3.9% | +1.4% | -5.3% | -4.2% |
| 30D | -11.6% | -0.3% | -11.2% | -11.5% |
| 3M | -24.2% | +17.1% | -41.3% | -27.2% |
| 6M | -54.1% | +3.4% | -57.5% | -54.5% |
| YTD | -53.9% | +2.5% | -56.4% | -54.3% |
| 1Y | -64.4% | -4.2% | -60.2% | -64.1% |
| 3Y | -30.2% | +32.4% | -62.6% | -35.5% |
| 5Y | -34.1% | +59.2% | -93.3% | -41.7% |
| 10Y | +342.1% | +345.7% | -3.5% | +220.4% |
| All | +404.4% | +270.4% | +134.0% | +298.4% |
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 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