+193.1%
APD vs WING
+618.8%
-425.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +3.8% | -2.7% | +6.5% | +4.1% |
| 30D | +8.2% | +29.3% | -21.1% | +4.7% |
| 3M | +4.3% | +39.9% | -35.6% | -0.4% |
| 6M | +4.7% | +32.4% | -27.7% | +0.1% |
| YTD | +31.5% | -32.9% | +64.5% | +35.3% |
| 1Y | +23.5% | -31.9% | +55.4% | +26.6% |
| 3Y | +29.1% | -24.9% | +54.0% | +24.0% |
| 5Y | +15.9% | -0.7% | +16.6% | +2.4% |
| All | +193.1% | +618.8% | -425.7% | +77.1% |
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