+225.2%
ACWI vs WING
+620.3%
-395.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +2.4% | -2.5% | +5.0% | +2.8% |
| 30D | -1.7% | +29.5% | -31.2% | -5.5% |
| 3M | -3.9% | +40.2% | -44.1% | -9.2% |
| 6M | +0.8% | +32.7% | -31.9% | -4.7% |
| YTD | +11.0% | -32.8% | +43.8% | +14.9% |
| 1Y | +13.1% | -31.7% | +44.8% | +16.4% |
| 3Y | +73.9% | -24.7% | +98.6% | +67.7% |
| 5Y | +59.0% | -0.5% | +59.5% | +39.6% |
| All | +225.2% | +620.3% | -395.0% | +107.1% |
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