+41.6%
AA vs WING
+618.8%
-577.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +0.5% | -2.7% | +3.2% | +1.1% |
| 30D | -0.6% | +29.3% | -29.9% | -6.0% |
| 3M | -19.7% | +39.9% | -59.5% | -25.9% |
| 6M | -41.6% | +32.4% | -74.0% | -46.3% |
| YTD | -24.6% | -32.9% | +8.3% | -20.8% |
| 1Y | +4.9% | -31.9% | +36.7% | +9.2% |
| 3Y | +66.8% | -24.9% | +91.7% | +55.9% |
| 5Y | -19.4% | -0.7% | -18.7% | -34.2% |
| All | +41.6% | +618.8% | -577.2% | -43.8% |
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