+141.2%
ADI vs WING
-35.4%
+176.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +2.4% | -0.1% | +2.6% | +2.5% |
| 30D | -6.6% | -6.0% | -0.5% | -5.9% |
| 3M | -9.8% | -23.5% | +13.7% | -6.2% |
| 6M | +15.7% | -52.0% | +67.7% | +30.5% |
| YTD | +35.1% | -53.8% | +88.9% | +51.8% |
| 1Y | +47.7% | -63.8% | +111.5% | +73.6% |
| 3Y | +114.5% | -30.8% | +145.2% | +101.2% |
| 5Y | +141.2% | -34.3% | +175.5% | +120.0% |
| All | +141.2% | -35.4% | +176.7% | +120.0% |
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