+21.7%
BEN vs WING
+719.8%
-698.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.4% | -2.0% | +5.0% |
| 7D | +12.2% | +8.6% | +3.6% | +10.8% |
| 30D | +12.1% | +44.8% | -32.7% | +5.4% |
| 3M | +7.3% | +51.9% | -44.6% | -0.6% |
| 6M | +17.9% | +37.2% | -19.4% | +10.1% |
| YTD | +55.4% | -25.3% | +80.7% | +59.2% |
| 1Y | +69.3% | -25.1% | +94.4% | +73.0% |
| 3Y | +82.8% | -12.9% | +95.8% | +70.8% |
| 5Y | +28.8% | +12.0% | +16.8% | +9.0% |
| 10Y | +53.9% | +716.5% | -662.6% | -16.3% |
| All | +21.7% | +719.8% | -698.1% | -36.7% |
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