+23.1%
BEN vs WING
+672.3%
-649.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | +7.2% | -0.5% | +7.7% | +7.2% |
| 30D | +14.1% | +32.3% | -18.2% | +8.8% |
| 3M | +9.9% | +50.2% | -40.2% | +2.0% |
| 6M | +17.4% | +31.7% | -14.3% | +10.3% |
| YTD | +57.3% | -29.6% | +86.9% | +62.7% |
| 1Y | +66.9% | -29.7% | +96.6% | +72.2% |
| 3Y | +85.7% | -19.8% | +105.5% | +75.9% |
| 5Y | +31.2% | +3.1% | +28.1% | +12.6% |
| 10Y | +61.0% | +682.9% | -621.8% | -12.0% |
| All | +23.1% | +672.3% | -649.2% | -35.4% |
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