+336.0%
B vs WING
+685.5%
-349.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.2% | -1.9% | -5.8% |
| 7D | +7.1% | +5.0% | +2.2% | +6.8% |
| 30D | -3.3% | +38.7% | -42.0% | -5.8% |
| 3M | -2.5% | +44.7% | -47.3% | -5.6% |
| 6M | -7.2% | +31.5% | -38.7% | -9.7% |
| YTD | -7.4% | -28.4% | +21.1% | -5.9% |
| 1Y | +16.4% | -28.2% | +44.6% | +18.2% |
| 3Y | +178.7% | -18.4% | +197.1% | +170.9% |
| 5Y | +121.7% | +5.2% | +116.5% | +105.6% |
| 10Y | +208.6% | +699.8% | -491.2% | +159.0% |
| All | +336.0% | +685.5% | -349.6% | +268.5% |
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