+50.3%
BP vs WING
-23.4%
+73.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.8% | -2.5% | +6.3% | +3.8% |
| 30D | -5.3% | +29.5% | -34.8% | -5.0% |
| 3M | +9.3% | +40.2% | -30.9% | +9.8% |
| 6M | +7.2% | +32.7% | -25.5% | +7.5% |
| YTD | +38.0% | -32.8% | +70.8% | +39.3% |
| 1Y | +33.2% | -31.7% | +64.9% | +34.3% |
| 3Y | +50.3% | -24.7% | +75.0% | +66.4% |
| All | +50.3% | -23.4% | +73.7% | +66.4% |
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 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