+214.5%
BAC vs WING
+620.6%
-406.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +0.3% |
| 7D | +1.5% | -3.9% | +5.4% | +2.0% |
| 30D | -6.4% | +26.6% | -33.0% | -9.6% |
| 3M | -21.7% | +42.5% | -64.2% | -25.9% |
| 6M | +0.5% | +29.4% | -28.9% | -4.5% |
| YTD | -6.7% | -32.8% | +26.1% | -3.4% |
| 1Y | -4.7% | -33.5% | +28.8% | -1.4% |
| 3Y | +96.1% | -23.4% | +119.5% | +88.2% |
| 5Y | +21.7% | -0.4% | +22.1% | +7.0% |
| All | +214.5% | +620.6% | -406.1% | +71.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling