+183.2%
APD vs WING
+675.9%
-492.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.2% | +4.6% | +0.9% |
| 7D | -0.2% | +5.0% | -5.2% | -0.8% |
| 30D | +11.0% | +38.7% | -27.7% | +6.6% |
| 3M | +1.3% | +44.7% | -43.4% | -3.6% |
| 6M | +6.4% | +31.5% | -25.1% | +1.8% |
| YTD | +28.9% | -28.4% | +57.3% | +31.6% |
| 1Y | +23.2% | -28.2% | +51.4% | +25.6% |
| 3Y | +26.3% | -18.4% | +44.8% | +20.1% |
| 5Y | +12.0% | +5.2% | +6.8% | -1.6% |
| 10Y | +183.2% | +699.8% | -516.7% | +71.2% |
| All | +183.2% | +675.9% | -492.7% | +71.2% |
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