+87.5%
BHP vs WING
-31.3%
+118.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +4.0% | -6.0% | +10.0% | +4.2% |
| 3M | +12.3% | -23.5% | +35.8% | +13.9% |
| 6M | +30.8% | -52.0% | +82.8% | +36.7% |
| YTD | +58.8% | -53.8% | +112.6% | +65.8% |
| 1Y | +76.8% | -63.8% | +140.6% | +87.3% |
| 3Y | +87.5% | -30.8% | +118.2% | +71.1% |
| All | +87.5% | -31.3% | +118.8% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling