+136.1%
AWK vs WING
+359.3%
-223.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.1% |
| 7D | +0.6% | -2.3% | +2.9% | +0.8% |
| 30D | +4.3% | -5.6% | +9.9% | +4.7% |
| 3M | +12.5% | -22.9% | +35.4% | +14.6% |
| 6M | +3.3% | -50.4% | +53.7% | +8.8% |
| YTD | +9.8% | -53.3% | +63.1% | +15.5% |
| 1Y | +2.9% | -61.2% | +64.1% | +9.9% |
| 3Y | +9.6% | -30.1% | +39.7% | +4.8% |
| 5Y | -16.7% | -35.0% | +18.4% | -22.3% |
| 10Y | +136.1% | +375.5% | -239.4% | +78.8% |
| All | +136.1% | +359.3% | -223.2% | +78.8% |
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 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