+16.8%
AON vs WING
+0.2%
+16.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | +1.0% | -2.7% | +3.8% | +1.3% |
| 30D | +23.2% | +29.3% | -6.1% | +20.0% |
| 3M | -5.0% | +39.9% | -44.9% | -8.3% |
| 6M | +9.3% | +32.4% | -23.1% | +5.5% |
| YTD | -3.4% | -32.9% | +29.5% | -1.5% |
| 1Y | -2.9% | -31.9% | +29.0% | -1.3% |
| 3Y | +3.6% | -24.9% | +28.5% | -2.1% |
| All | +16.8% | +0.2% | +16.6% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling