+228.3%
C vs WING
+405.9%
-177.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | +3.6% | -3.9% | +7.5% | +4.3% |
| 30D | +0.1% | -11.6% | +11.6% | +1.9% |
| 3M | +2.4% | -24.2% | +26.6% | +6.5% |
| 6M | +24.9% | -54.1% | +79.0% | +41.0% |
| YTD | +19.8% | -53.9% | +73.7% | +34.3% |
| 1Y | +44.9% | -64.4% | +109.2% | +68.9% |
| 3Y | +263.0% | -30.2% | +293.2% | +252.1% |
| 5Y | +129.5% | -34.1% | +163.6% | +115.0% |
| 10Y | +291.6% | +342.1% | -50.5% | +121.9% |
| All | +228.3% | +405.9% | -177.6% | +72.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling