+47.2%
AR vs WING
-23.4%
+70.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +7.4% | -2.5% | +9.9% | +7.4% |
| 30D | +5.8% | +29.5% | -23.8% | +5.1% |
| 3M | +5.2% | +40.2% | -35.0% | +4.3% |
| 6M | +5.4% | +32.7% | -27.3% | +4.6% |
| YTD | +12.4% | -32.8% | +45.2% | +13.7% |
| 1Y | +12.8% | -31.7% | +44.5% | +13.7% |
| 3Y | +47.2% | -24.7% | +71.9% | +62.8% |
| All | +47.2% | -23.4% | +70.6% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling