+3.4%
BAX vs WING
-64.3%
+67.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.8% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -9.7% | -6.0% | -3.7% | -8.9% |
| 3M | +29.3% | -23.5% | +52.7% | +35.3% |
| 6M | +40.7% | -52.0% | +92.6% | +64.7% |
| YTD | +30.3% | -53.8% | +84.1% | +51.4% |
| 1Y | +3.4% | -63.8% | +67.2% | +25.5% |
| All | +3.4% | -64.3% | +67.7% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling