-10.8%
BA vs WING
-13.5%
+2.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -1.5% |
| 7D | -1.7% | +8.6% | -10.3% | -2.7% |
| 30D | -9.5% | +44.8% | -54.2% | -13.3% |
| 3M | -26.5% | +51.9% | -78.4% | -30.2% |
| 6M | -27.4% | +37.2% | -64.6% | -30.5% |
| YTD | -20.6% | -25.3% | +4.7% | -19.1% |
| 1Y | -11.4% | -25.1% | +13.7% | -9.9% |
| 3Y | -10.8% | -12.9% | +2.1% | -8.0% |
| All | -10.8% | -13.5% | +2.7% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling