+190.2%
B vs WING
+341.2%
-151.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.1% |
| 7D | -1.6% | -3.9% | +2.3% | -1.3% |
| 30D | +9.4% | -11.6% | +21.0% | +10.4% |
| 3M | +5.0% | -24.2% | +29.2% | +7.2% |
| 6M | -3.5% | -54.1% | +50.5% | +2.6% |
| YTD | +4.5% | -53.9% | +58.4% | +10.8% |
| 1Y | +67.8% | -64.4% | +132.1% | +81.5% |
| 3Y | +196.7% | -30.2% | +226.9% | +187.5% |
| 5Y | +151.9% | -34.1% | +186.0% | +140.2% |
| All | +190.2% | +341.2% | -151.0% | +134.4% |
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