+252.5%
BURL vs WING
+675.9%
-423.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -0.3% |
| 7D | +5.9% | +5.0% | +0.9% | +4.7% |
| 30D | -8.3% | +38.7% | -47.0% | -15.2% |
| 3M | -31.6% | +44.7% | -76.4% | -37.9% |
| 6M | -16.6% | +31.5% | -48.1% | -23.6% |
| YTD | -12.1% | -28.4% | +16.3% | -8.5% |
| 1Y | -10.0% | -28.2% | +18.2% | -7.0% |
| 3Y | +94.3% | -18.4% | +112.7% | +80.3% |
| 5Y | -13.2% | +5.2% | -18.5% | -30.2% |
| 10Y | +252.5% | +699.8% | -447.3% | +64.2% |
| All | +252.5% | +675.9% | -423.3% | +64.2% |
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