+156.1%
BB vs WING
-13.5%
+169.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.4% | -2.9% | +4.4% |
| 7D | +15.0% | +8.6% | +6.4% | +13.8% |
| 30D | +3.5% | +44.8% | -41.3% | -1.8% |
| 3M | +2.7% | +51.9% | -49.3% | -3.8% |
| 6M | +44.7% | +37.2% | +7.5% | +37.5% |
| YTD | +143.3% | -25.3% | +168.6% | +149.9% |
| 1Y | +102.2% | -25.1% | +127.3% | +106.6% |
| 3Y | +156.1% | -12.9% | +169.0% | +116.2% |
| All | +156.1% | -13.5% | +169.6% | +116.2% |
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