-10.1%
BA vs WING
-19.7%
+9.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +1.1% | +9.0% | -8.0% | +0.1% |
| 30D | -7.9% | +39.9% | -47.9% | -11.5% |
| 3M | -25.3% | +40.4% | -65.7% | -28.5% |
| 6M | -24.6% | +12.9% | -37.5% | -26.1% |
| YTD | -20.1% | -31.1% | +10.9% | -17.8% |
| 1Y | -11.8% | -32.7% | +21.0% | -9.1% |
| 3Y | -10.1% | -19.8% | +9.7% | -7.6% |
| All | -10.1% | -19.7% | +9.6% | -7.6% |
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