+363.8%
ALL vs WING
+742.9%
-379.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -1.2% |
| 7D | -3.9% | +8.6% | -12.4% | -4.6% |
| 30D | +10.6% | +44.8% | -34.1% | +6.6% |
| 3M | -4.6% | +51.9% | -56.5% | -8.7% |
| 6M | +20.2% | +37.2% | -17.0% | +15.4% |
| YTD | +23.7% | -25.3% | +49.0% | +25.2% |
| 1Y | +27.9% | -25.1% | +53.0% | +29.1% |
| 3Y | +109.2% | -12.9% | +122.1% | +99.4% |
| 5Y | +148.0% | +12.0% | +136.0% | +121.3% |
| 10Y | +363.8% | +716.5% | -352.7% | +197.3% |
| All | +363.8% | +742.9% | -379.1% | +197.3% |
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