+115.3%
ADI vs WING
-29.7%
+145.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.4% |
| 7D | +2.6% | -2.3% | +4.9% | +2.9% |
| 30D | -4.6% | -5.6% | +1.0% | -4.2% |
| 3M | -9.5% | -22.9% | +13.4% | -7.1% |
| 6M | +14.8% | -50.4% | +65.3% | +25.1% |
| YTD | +35.8% | -53.3% | +89.1% | +47.8% |
| 1Y | +48.9% | -61.2% | +110.2% | +66.3% |
| All | +115.3% | -29.7% | +145.0% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling