+549.5%
BTSG vs WING
-42.4%
+592.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -0.8% |
| 7D | +8.5% | -3.9% | +12.4% | +9.2% |
| 30D | +14.0% | +26.6% | -12.6% | +8.5% |
| 3M | +19.7% | +42.5% | -22.8% | +10.6% |
| 6M | +28.7% | +29.4% | -0.7% | +19.9% |
| YTD | +90.8% | -32.8% | +123.6% | +101.5% |
| 1Y | +112.4% | -33.5% | +145.9% | +124.3% |
| All | +549.5% | -42.4% | +592.0% | +656.3% |
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