-1.0%
BB vs WING
+685.5%
-686.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | +0.1% |
| 7D | +11.6% | +5.0% | +6.6% | +10.3% |
| 30D | +2.6% | +38.7% | -36.1% | -6.1% |
| 3M | +3.5% | +44.7% | -41.2% | -7.3% |
| 6M | +43.5% | +31.5% | +12.0% | +30.7% |
| YTD | +141.2% | -28.4% | +169.6% | +150.6% |
| 1Y | +97.4% | -28.2% | +125.6% | +103.7% |
| 3Y | +151.1% | -18.4% | +169.5% | +131.8% |
| 5Y | -12.8% | +5.2% | -18.0% | -30.3% |
| 10Y | +27.5% | +699.8% | -672.4% | -36.0% |
| All | -1.0% | +685.5% | -686.5% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling