+72.8%
AG vs WING
-33.6%
+106.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +1.9% |
| 7D | -0.1% | -2.3% | +2.2% | +0.3% |
| 30D | +12.5% | -5.6% | +18.1% | +13.2% |
| 3M | +28.2% | -22.9% | +51.1% | +33.1% |
| 6M | -18.8% | -50.4% | +31.6% | -9.9% |
| YTD | +27.4% | -53.3% | +80.7% | +42.5% |
| 1Y | +132.2% | -61.2% | +193.4% | +166.1% |
| 3Y | +286.9% | -30.1% | +316.9% | +266.1% |
| 5Y | +72.8% | -35.0% | +107.8% | +44.9% |
| All | +72.8% | -33.6% | +106.4% | +44.9% |
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