+104.4%
BDX vs WING
+620.3%
-515.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | -2.5% | +5.4% | +3.1% |
| 30D | +15.4% | +29.5% | -14.1% | +13.2% |
| 3M | +20.5% | +40.2% | -19.6% | +17.2% |
| 6M | +53.2% | +32.7% | +20.5% | +49.2% |
| YTD | +45.7% | -32.8% | +78.5% | +48.2% |
| 1Y | +47.3% | -31.7% | +79.0% | +49.5% |
| 3Y | +25.1% | -24.7% | +49.8% | +22.2% |
| 5Y | +27.4% | -0.5% | +27.9% | +18.6% |
| All | +104.4% | +620.3% | -515.8% | +63.2% |
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 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