+226.6%
AG vs WING
-19.8%
+246.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -1.0% |
| 7D | -4.0% | -0.5% | -3.5% | -3.9% |
| 30D | -13.1% | +32.3% | -45.4% | -15.7% |
| 3M | -22.0% | +50.2% | -72.2% | -25.6% |
| 6M | -37.3% | +31.7% | -68.9% | -39.2% |
| YTD | -11.2% | -29.6% | +18.4% | -7.9% |
| 1Y | +23.9% | -29.7% | +53.7% | +28.6% |
| All | +226.6% | -19.8% | +246.4% | +184.9% |
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 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