+86.6%
BURL vs WING
-19.7%
+106.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | +4.1% | +9.0% | -5.0% | +2.9% |
| 30D | -9.5% | +39.9% | -49.4% | -13.6% |
| 3M | -33.5% | +40.4% | -73.9% | -36.8% |
| 6M | -22.1% | +12.9% | -35.0% | -24.4% |
| YTD | -14.6% | -31.1% | +16.5% | -11.9% |
| 1Y | -8.4% | -32.7% | +24.3% | -5.6% |
| 3Y | +86.6% | -19.8% | +106.4% | +110.2% |
| All | +86.6% | -19.7% | +106.2% | +110.2% |
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 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