+670.1%
WING vs IBN
+324.7%
+345.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -0.5% | +11.1% | -11.7% | -3.3% |
| 30D | +32.3% | +23.9% | +8.5% | +25.2% |
| 3M | +50.2% | +16.3% | +33.9% | +44.5% |
| 6M | +31.7% | +34.2% | -2.6% | +22.1% |
| YTD | -29.6% | +17.6% | -47.2% | -32.5% |
| 1Y | -29.7% | +13.8% | -43.6% | -32.1% |
| 3Y | -19.8% | +57.0% | -76.8% | -29.1% |
| 5Y | +3.1% | +75.3% | -72.3% | -11.2% |
| 10Y | +682.9% | +388.7% | +294.2% | +453.6% |
| All | +670.1% | +324.7% | +345.4% | +487.4% |
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