+45.0%
AA vs WING
+675.9%
-630.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.2% | -0.2% | -3.5% |
| 7D | +1.2% | +5.0% | -3.7% | +0.3% |
| 30D | -5.0% | +38.7% | -43.7% | -11.5% |
| 3M | -22.2% | +44.7% | -66.9% | -28.8% |
| 6M | -36.3% | +31.5% | -67.8% | -41.4% |
| YTD | -24.2% | -28.4% | +4.2% | -21.4% |
| 1Y | +3.9% | -28.2% | +32.0% | +7.1% |
| 3Y | +67.6% | -18.4% | +86.0% | +53.7% |
| 5Y | -8.8% | +5.2% | -14.1% | -26.4% |
| 10Y | +45.0% | +699.8% | -654.9% | -43.4% |
| All | +45.0% | +675.9% | -630.9% | -43.4% |
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