+220.1%
C vs WING
+742.9%
-522.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.4% | -5.9% | +1.1% |
| 7D | -0.9% | +8.6% | -9.5% | -2.3% |
| 30D | -5.4% | +44.8% | -50.2% | -11.3% |
| 3M | -9.2% | +51.9% | -61.1% | -16.0% |
| 6M | -1.8% | +37.2% | -39.0% | -8.5% |
| YTD | +6.7% | -25.3% | +32.0% | +9.4% |
| 1Y | +23.5% | -25.1% | +48.6% | +26.3% |
| 3Y | +219.8% | -12.9% | +232.7% | +200.8% |
| 5Y | +112.4% | +12.0% | +100.4% | +81.3% |
| 10Y | +220.1% | +716.5% | -496.4% | +68.0% |
| All | +220.1% | +742.9% | -522.8% | +68.0% |
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