-17.6%
BB vs WING
+9.2%
-26.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.4% | -2.9% | +3.5% |
| 7D | +15.0% | +8.6% | +6.4% | +12.8% |
| 30D | +3.5% | +44.8% | -41.3% | -5.9% |
| 3M | +2.7% | +51.9% | -49.3% | -8.9% |
| 6M | +44.7% | +37.2% | +7.5% | +31.0% |
| YTD | +143.3% | -25.3% | +168.6% | +151.9% |
| 1Y | +102.2% | -25.1% | +127.3% | +107.7% |
| 3Y | +156.1% | -12.9% | +169.0% | +119.9% |
| 5Y | -17.6% | +12.0% | -29.6% | -43.5% |
| All | -17.6% | +9.2% | -26.8% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling