+672.3%
AU vs WING
+407.7%
+264.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.0% | -5.4% | 0.0% |
| 7D | -4.3% | +7.2% | -11.5% | -4.9% |
| 30D | +7.3% | +4.8% | +2.5% | +6.6% |
| 3M | +26.3% | -23.7% | +50.0% | +29.1% |
| 6M | +1.8% | -43.6% | +45.3% | +6.6% |
| YTD | +26.8% | -50.6% | +77.4% | +34.1% |
| 1Y | +66.7% | -57.0% | +123.7% | +77.9% |
| 3Y | +579.1% | -28.3% | +607.3% | +550.9% |
| 5Y | +689.3% | -32.4% | +721.7% | +638.6% |
| All | +672.3% | +407.7% | +264.6% | +504.6% |
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