+911.5%
BE vs WING
+153.5%
+758.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +7.8% |
| 7D | +20.0% | -3.9% | +23.8% | +21.8% |
| 30D | +7.9% | -11.6% | +19.5% | +12.2% |
| 3M | -13.2% | -24.2% | +11.0% | -4.9% |
| 6M | +53.5% | -54.1% | +107.5% | +106.1% |
| YTD | +191.0% | -53.9% | +244.9% | +283.9% |
| 1Y | +360.5% | -64.4% | +424.9% | +567.7% |
| 3Y | +1,568.0% | -30.2% | +1,598.2% | +1,290.3% |
| 5Y | +1,055.2% | -34.1% | +1,089.3% | +809.3% |
| All | +911.5% | +153.5% | +758.0% | +222.1% |
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