+29.4%
B vs WING
-23.2%
+52.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +8.0% |
| 7D | +1.1% | +21.0% | -19.9% | -0.5% |
| 30D | +0.3% | +56.9% | -56.6% | -3.6% |
| 3M | +5.4% | +38.4% | -32.9% | +2.1% |
| 6M | +5.5% | +12.0% | -6.5% | +4.8% |
| YTD | -6.3% | -29.2% | +22.9% | +0.6% |
| 1Y | +29.4% | -28.8% | +58.2% | +40.1% |
| All | +29.4% | -23.2% | +52.6% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling