+221.6%
ACWI vs WING
+675.9%
-454.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | +0.1% |
| 7D | -0.2% | +5.0% | -5.1% | -0.9% |
| 30D | -3.3% | +38.7% | -42.0% | -8.0% |
| 3M | -3.4% | +44.7% | -48.1% | -9.1% |
| 6M | +0.8% | +31.5% | -30.7% | -4.5% |
| YTD | +10.7% | -28.4% | +39.1% | +13.5% |
| 1Y | +11.6% | -28.2% | +39.8% | +14.1% |
| 3Y | +73.4% | -18.4% | +91.8% | +65.3% |
| 5Y | +60.2% | +5.2% | +54.9% | +39.5% |
| 10Y | +221.6% | +699.8% | -478.3% | +103.5% |
| All | +221.6% | +675.9% | -454.3% | +103.5% |
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