+61.6%
AG vs WING
+407.7%
-346.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.0% | -8.9% | -3.9% |
| 7D | -6.7% | +7.2% | -14.0% | -7.8% |
| 30D | +2.2% | +4.8% | -2.6% | +1.1% |
| 3M | +15.7% | -23.7% | +39.4% | +20.3% |
| 6M | -23.8% | -43.6% | +19.8% | -17.2% |
| YTD | +17.6% | -50.6% | +68.2% | +30.1% |
| 1Y | +88.6% | -57.0% | +145.7% | +111.8% |
| 3Y | +253.4% | -28.3% | +281.7% | +243.1% |
| 5Y | +62.4% | -32.4% | +94.8% | +51.6% |
| All | +61.6% | +407.7% | -346.1% | +16.8% |
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