+476.4%
BHP vs WING
+407.7%
+68.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.0% | -6.2% | -1.0% |
| 7D | -3.6% | +7.2% | -10.8% | -4.5% |
| 30D | -1.2% | +4.8% | -6.0% | -2.1% |
| 3M | +1.2% | -23.7% | +24.9% | +4.3% |
| 6M | +21.4% | -43.6% | +65.0% | +29.9% |
| YTD | +50.4% | -50.6% | +101.0% | +62.8% |
| 1Y | +67.5% | -57.0% | +124.5% | +84.1% |
| 3Y | +72.8% | -28.3% | +101.1% | +65.7% |
| 5Y | +112.6% | -32.4% | +145.0% | +98.5% |
| All | +476.4% | +407.7% | +68.7% | +242.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling