+737.9%
BE vs WING
+287.0%
+450.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.7% | +14.7% | +13.7% |
| 7D | +4.5% | -0.5% | +5.1% | +4.9% |
| 30D | -20.1% | +32.3% | -52.4% | -29.6% |
| 3M | -0.8% | +50.2% | -51.0% | -18.7% |
| 6M | -26.2% | +31.7% | -57.9% | -37.9% |
| YTD | +141.1% | -29.6% | +170.7% | +162.1% |
| 1Y | +64.8% | -29.7% | +94.6% | +77.8% |
| 3Y | +1,887.4% | -19.8% | +1,907.2% | +1,539.7% |
| 5Y | +518.1% | +3.1% | +515.0% | +299.8% |
| All | +737.9% | +287.0% | +450.8% | +120.0% |
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