+216.9%
BURL vs WING
+342.3%
-125.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.8% |
| 7D | -2.8% | -3.9% | +1.1% | -1.9% |
| 30D | -28.2% | -11.6% | -16.6% | -26.4% |
| 3M | -17.6% | -24.2% | +6.6% | -13.2% |
| 6M | -11.8% | -54.1% | +42.3% | +3.6% |
| YTD | -8.1% | -53.9% | +45.8% | +6.5% |
| 1Y | -12.0% | -64.4% | +52.4% | +7.6% |
| 3Y | +63.3% | -30.2% | +93.5% | +54.9% |
| 5Y | -10.8% | -34.1% | +23.3% | -19.8% |
| All | +216.9% | +342.3% | -125.4% | +67.2% |
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