+391.0%
BNY vs WING
+412.2%
-21.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | +0.3% | -2.3% | +2.6% | +0.6% |
| 30D | +1.9% | -5.6% | +7.6% | +2.4% |
| 3M | +13.9% | -22.9% | +36.8% | +16.8% |
| 6M | +42.3% | -50.4% | +92.7% | +53.7% |
| YTD | +41.8% | -53.3% | +95.2% | +53.7% |
| 1Y | +57.9% | -61.2% | +119.2% | +74.6% |
| 3Y | +290.7% | -30.1% | +320.8% | +278.5% |
| 5Y | +252.3% | -35.0% | +287.3% | +230.8% |
| 10Y | +412.8% | +375.5% | +37.3% | +220.9% |
| All | +391.0% | +412.2% | -21.2% | +192.1% |
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 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