+29.3%
BB vs WING
+686.1%
-656.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.2% |
| 7D | +7.3% | -0.5% | +7.8% | +7.4% |
| 30D | +11.2% | +32.3% | -21.1% | +3.0% |
| 3M | +4.7% | +50.2% | -45.5% | -7.2% |
| 6M | +51.1% | +31.7% | +19.5% | +37.4% |
| YTD | +148.0% | -29.6% | +177.6% | +159.1% |
| 1Y | +106.1% | -29.7% | +135.9% | +114.1% |
| 3Y | +158.2% | -19.8% | +178.0% | +137.9% |
| 5Y | -10.8% | +3.1% | -13.9% | -29.6% |
| 10Y | +29.3% | +682.9% | -653.6% | -30.8% |
| All | +29.3% | +686.1% | -656.8% | -30.8% |
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