+391.5%
B vs WING
+405.9%
-14.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.3% |
| 3M | +5.0% | -24.2% | +29.2% | +7.0% |
| 6M | -3.5% | -54.1% | +50.5% | +1.9% |
| YTD | +4.5% | -53.9% | +58.4% | +10.1% |
| 1Y | +67.8% | -64.4% | +132.1% | +79.9% |
| 3Y | +196.7% | -30.2% | +226.9% | +189.9% |
| 5Y | +151.9% | -34.1% | +186.0% | +142.5% |
| 10Y | +202.2% | +342.1% | -140.0% | +162.7% |
| All | +391.5% | +405.9% | -14.3% | +330.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling