+27.2%
B vs WING
-35.4%
+62.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +9.6% | +9.0% | +0.5% | +8.8% |
| 30D | +3.5% | +39.9% | -36.4% | +0.6% |
| 3M | -1.6% | +40.4% | -42.0% | -4.6% |
| 6M | -1.7% | +12.9% | -14.5% | -2.4% |
| YTD | -5.3% | -31.1% | +25.8% | +2.0% |
| 1Y | +27.2% | -32.7% | +59.9% | +38.7% |
| All | +27.2% | -35.4% | +62.6% | +38.7% |
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