+68.0%
ACWI vs WING
-34.0%
+102.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.1% |
| 7D | +0.5% | -3.9% | +4.3% | +1.0% |
| 30D | +0.9% | -11.6% | +12.4% | +2.2% |
| 3M | +2.4% | -24.2% | +26.6% | +5.4% |
| 6M | +12.4% | -54.1% | +66.4% | +22.9% |
| YTD | +15.2% | -53.9% | +69.1% | +25.0% |
| 1Y | +22.7% | -64.4% | +87.1% | +37.6% |
| 3Y | +75.8% | -30.2% | +106.0% | +67.2% |
| All | +68.0% | -34.0% | +102.0% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling