+315.2%
A vs WING
+405.9%
-90.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -1.9% | -3.9% | +1.9% | -1.3% |
| 30D | +6.9% | -11.6% | +18.5% | +8.8% |
| 3M | +9.2% | -24.2% | +33.4% | +13.6% |
| 6M | +25.7% | -54.1% | +79.7% | +41.5% |
| YTD | +11.5% | -53.9% | +65.4% | +24.3% |
| 1Y | +18.4% | -64.4% | +82.7% | +37.3% |
| 3Y | +26.6% | -30.2% | +56.8% | +23.0% |
| 5Y | -12.8% | -34.1% | +21.3% | -18.2% |
| 10Y | +247.2% | +342.1% | -95.0% | +127.4% |
| All | +315.2% | +405.9% | -90.7% | +156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling