+279.0%
AG vs WING
-31.3%
+310.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +4.5% | -0.1% | +4.6% | +4.5% |
| 30D | +12.9% | -6.0% | +18.9% | +13.4% |
| 3M | +20.9% | -23.5% | +44.4% | +24.1% |
| 6M | -19.5% | -52.0% | +32.5% | -13.4% |
| YTD | +24.8% | -53.8% | +78.6% | +35.2% |
| 1Y | +120.2% | -63.8% | +184.0% | +144.4% |
| 3Y | +279.0% | -30.8% | +309.8% | +328.2% |
| All | +279.0% | -31.3% | +310.3% | +328.2% |
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