+371.6%
ALL vs WING
+620.3%
-248.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +5.0% | -2.5% | +7.5% | +5.2% |
| 30D | +13.3% | +29.5% | -16.2% | +10.3% |
| 3M | +3.2% | +40.2% | -37.0% | -0.6% |
| 6M | +25.3% | +32.7% | -7.4% | +20.7% |
| YTD | +30.5% | -32.8% | +63.3% | +33.3% |
| 1Y | +29.2% | -31.7% | +60.9% | +31.5% |
| 3Y | +119.1% | -24.7% | +143.8% | +112.0% |
| 5Y | +162.6% | -0.5% | +163.1% | +137.1% |
| All | +371.6% | +620.3% | -248.6% | +207.2% |
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 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