+133.5%
ADI vs WING
+5.0%
+128.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.8% | +0.4% |
| 7D | -6.3% | +5.0% | -11.3% | -7.1% |
| 30D | -3.2% | +38.7% | -41.9% | -8.9% |
| 3M | +2.8% | +44.7% | -42.0% | -4.7% |
| 6M | -5.0% | +31.5% | -36.5% | -11.3% |
| YTD | +46.3% | -28.4% | +74.7% | +51.5% |
| 1Y | +71.6% | -28.2% | +99.8% | +77.2% |
| 3Y | +139.2% | -18.4% | +157.6% | +121.2% |
| All | +133.5% | +5.0% | +128.6% | +99.9% |
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