+41.8%
BEN vs WING
-35.4%
+77.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | +4.7% | -0.1% | +4.8% | +4.7% |
| 30D | +2.6% | -6.0% | +8.6% | +3.3% |
| 3M | +11.5% | -23.5% | +35.0% | +15.3% |
| 6M | +35.3% | -52.0% | +87.3% | +50.8% |
| YTD | +48.6% | -53.8% | +102.4% | +65.5% |
| 1Y | +46.7% | -63.8% | +110.5% | +69.6% |
| 3Y | +57.0% | -30.8% | +87.8% | +42.8% |
| 5Y | +41.8% | -34.3% | +76.1% | +19.1% |
| All | +41.8% | -35.4% | +77.3% | +19.1% |
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 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