+223.5%
C vs WING
+679.4%
-455.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | -2.4% | +9.0% | -11.4% | -3.8% |
| 30D | -6.0% | +39.9% | -45.9% | -11.3% |
| 3M | -10.5% | +40.4% | -51.0% | -16.2% |
| 6M | -5.7% | +12.9% | -18.6% | -9.2% |
| YTD | +4.1% | -31.1% | +35.2% | +8.3% |
| 1Y | +20.5% | -32.7% | +53.2% | +25.5% |
| 3Y | +208.1% | -19.8% | +227.9% | +193.9% |
| 5Y | +110.4% | +4.0% | +106.5% | +81.8% |
| All | +223.5% | +679.4% | -455.9% | +70.7% |
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