+985.8%
ASX vs WING
+620.3%
+365.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | -2.5% | +14.9% | +13.0% |
| 30D | -19.8% | +29.5% | -49.3% | -24.3% |
| 3M | -10.3% | +40.2% | -50.5% | -17.4% |
| 6M | +1.2% | +32.7% | -31.5% | -6.7% |
| YTD | +123.0% | -32.8% | +155.8% | +133.7% |
| 1Y | +145.4% | -31.7% | +177.2% | +155.1% |
| 3Y | +368.6% | -24.7% | +393.3% | +345.6% |
| 5Y | +486.0% | -0.5% | +486.5% | +388.8% |
| All | +985.8% | +620.3% | +365.5% | +551.0% |
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