+253.9%
A vs WING
+354.6%
-100.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -2.1% | -0.1% | -1.9% | -2.0% |
| 30D | +0.6% | -6.0% | +6.6% | +1.3% |
| 3M | +10.9% | -23.5% | +34.4% | +15.1% |
| 6M | +28.2% | -52.0% | +80.1% | +43.0% |
| YTD | +8.6% | -53.8% | +62.4% | +20.8% |
| 1Y | +15.5% | -63.8% | +79.3% | +33.5% |
| 3Y | +31.8% | -30.8% | +62.6% | +28.0% |
| 5Y | -14.9% | -34.3% | +19.4% | -20.6% |
| All | +253.9% | +354.6% | -100.7% | +148.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling