+21.2%
ALK vs WING
-16.7%
+38.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.5% |
| 7D | +12.9% | +5.0% | +8.0% | +11.8% |
| 30D | +5.5% | +38.7% | -33.2% | -1.5% |
| 3M | -12.1% | +44.7% | -56.8% | -19.2% |
| 6M | +1.7% | +31.5% | -29.8% | -5.0% |
| YTD | -17.4% | -28.4% | +11.0% | -13.1% |
| 1Y | -1.9% | -28.2% | +26.2% | +2.8% |
| 3Y | +21.2% | -18.4% | +39.7% | +13.6% |
| All | +21.2% | -16.7% | +38.0% | +13.6% |
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