+356.1%
ALL vs WING
+341.7%
+14.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -4.7% | -6.0% | +1.4% | -4.2% |
| 3M | +18.4% | -23.5% | +41.8% | +20.9% |
| 6M | +20.5% | -52.0% | +72.5% | +28.4% |
| YTD | +23.5% | -53.8% | +77.3% | +31.3% |
| 1Y | +29.0% | -63.8% | +92.8% | +40.2% |
| 3Y | +153.7% | -30.8% | +184.5% | +145.7% |
| 5Y | +114.8% | -34.3% | +149.1% | +102.6% |
| 10Y | +356.1% | +352.4% | +3.8% | +216.1% |
| All | +356.1% | +341.7% | +14.4% | +216.1% |
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