+653.2%
ADI vs WING
+686.1%
-32.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.4% |
| 7D | +0.7% | -0.5% | +1.2% | +0.8% |
| 30D | +0.7% | +32.3% | -31.6% | -5.6% |
| 3M | +6.5% | +50.2% | -43.7% | -3.6% |
| 6M | -2.7% | +31.7% | -34.3% | -10.5% |
| YTD | +52.2% | -29.6% | +81.8% | +58.2% |
| 1Y | +77.5% | -29.7% | +107.2% | +84.2% |
| 3Y | +148.8% | -19.8% | +168.6% | +132.0% |
| 5Y | +142.9% | +3.1% | +139.8% | +100.4% |
| 10Y | +653.2% | +682.9% | -29.7% | +301.1% |
| All | +653.2% | +686.1% | -32.9% | +301.1% |
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