+107.5%
ALL vs WING
-19.7%
+127.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -4.4% |
| 7D | -1.9% | +9.0% | -11.0% | -2.3% |
| 30D | +13.8% | +39.9% | -26.2% | +12.3% |
| 3M | -7.0% | +40.4% | -47.4% | -8.3% |
| 6M | +18.0% | +12.9% | +5.1% | +17.0% |
| YTD | +24.2% | -31.1% | +55.3% | +25.0% |
| 1Y | +31.2% | -32.7% | +63.9% | +32.0% |
| 3Y | +107.5% | -19.8% | +127.3% | +87.5% |
| All | +107.5% | -19.7% | +127.2% | +87.5% |
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