+132.3%
AA vs WING
+359.3%
-227.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.2% |
| 7D | -0.6% | -2.3% | +1.6% | -0.2% |
| 30D | -1.6% | -5.6% | +4.1% | -0.9% |
| 3M | -29.8% | -22.9% | -6.9% | -26.8% |
| 6M | -16.6% | -50.4% | +33.8% | -5.3% |
| YTD | -4.0% | -53.3% | +49.3% | +9.4% |
| 1Y | +63.5% | -61.2% | +124.7% | +93.2% |
| 3Y | +86.8% | -30.1% | +116.8% | +73.8% |
| 5Y | +12.4% | -35.0% | +47.4% | +1.2% |
| 10Y | +132.3% | +375.5% | -243.2% | +8.5% |
| All | +132.3% | +359.3% | -227.0% | +8.5% |
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