+402.2%
CAH vs WING
-33.6%
+435.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.3% |
| 7D | -2.2% | -2.3% | 0.0% | -2.1% |
| 30D | +1.2% | -5.6% | +6.8% | +1.4% |
| 3M | +13.1% | -22.9% | +36.0% | +14.3% |
| 6M | +8.5% | -50.4% | +58.9% | +11.8% |
| YTD | +17.6% | -53.3% | +70.9% | +21.1% |
| 1Y | +60.7% | -61.2% | +121.9% | +67.1% |
| 3Y | +183.2% | -30.1% | +213.2% | +173.8% |
| 5Y | +402.2% | -35.0% | +437.2% | +365.8% |
| All | +402.2% | -33.6% | +435.8% | +365.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling