+41.8%
AR vs WING
+341.7%
-299.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -0.9% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | +12.6% | -6.0% | +18.6% | +13.2% |
| 3M | +10.0% | -23.5% | +33.5% | +12.9% |
| 6M | +0.6% | -52.0% | +52.6% | +8.5% |
| YTD | +13.4% | -53.8% | +67.2% | +21.7% |
| 1Y | +21.7% | -63.8% | +85.5% | +34.5% |
| 3Y | +45.8% | -30.8% | +76.6% | +40.1% |
| 5Y | +144.3% | -34.3% | +178.5% | +129.9% |
| 10Y | +41.8% | +352.4% | -310.6% | -8.2% |
| All | +41.8% | +341.7% | -299.9% | -8.2% |
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