+433.9%
BTSG vs WING
-57.7%
+491.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.5% | +0.3% |
| 7D | -3.3% | +7.2% | -10.5% | -4.7% |
| 30D | -1.6% | +4.8% | -6.4% | -2.8% |
| 3M | -6.9% | -23.7% | +16.8% | -2.5% |
| 6M | +42.1% | -43.6% | +85.7% | +57.9% |
| YTD | +56.8% | -50.6% | +107.4% | +77.1% |
| 1Y | +109.8% | -57.0% | +166.9% | +144.3% |
| All | +433.9% | -57.7% | +491.6% | +564.7% |
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