+54.2%
AR vs WING
+620.6%
-566.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.8% | +1.8% |
| 7D | +6.4% | -3.9% | +10.3% | +6.8% |
| 30D | +3.1% | +26.6% | -23.5% | +0.2% |
| 3M | +3.3% | +42.5% | -39.2% | -1.4% |
| 6M | +6.6% | +29.4% | -22.9% | +2.2% |
| YTD | +12.3% | -32.8% | +45.1% | +15.0% |
| 1Y | +12.3% | -33.5% | +45.8% | +14.8% |
| 3Y | +50.4% | -23.4% | +73.8% | +44.5% |
| 5Y | +101.0% | -0.4% | +101.4% | +79.7% |
| All | +54.2% | +620.6% | -566.4% | -10.0% |
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 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