+66.0%
BHP vs WING
-65.5%
+131.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.4% |
| 7D | -5.0% | -3.9% | -1.1% | -4.8% |
| 30D | +1.2% | -11.6% | +12.7% | +1.8% |
| 3M | +1.8% | -24.2% | +26.0% | +3.6% |
| 6M | +18.0% | -54.1% | +72.1% | +25.0% |
| YTD | +52.7% | -53.9% | +106.6% | +61.2% |
| 1Y | +66.0% | -64.4% | +130.3% | +84.1% |
| All | +66.0% | -65.5% | +131.5% | +84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling