+289.9%
CAH vs WING
+379.2%
-89.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | -1.8% | -0.5% | -1.3% | -1.8% |
| 3M | +9.4% | -23.9% | +33.2% | +11.3% |
| 6M | +9.2% | -48.9% | +58.1% | +14.5% |
| YTD | +15.7% | -53.3% | +69.0% | +21.5% |
| 1Y | +59.7% | -60.3% | +120.0% | +69.6% |
| 3Y | +178.5% | -30.1% | +208.6% | +170.0% |
| 5Y | +398.3% | -36.2% | +434.5% | +375.6% |
| All | +289.9% | +379.2% | -89.3% | +167.8% |
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