+45.3%
AR vs WING
-29.7%
+74.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | +2.5% | -3.9% | +6.3% | +2.6% |
| 30D | +14.8% | -11.6% | +26.4% | +15.2% |
| 3M | +6.2% | -24.2% | +30.4% | +7.0% |
| 6M | +4.3% | -54.1% | +58.4% | +6.8% |
| YTD | +14.4% | -53.9% | +68.3% | +16.5% |
| 1Y | +21.3% | -64.4% | +85.7% | +25.6% |
| All | +45.3% | -29.7% | +74.9% | +58.3% |
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