+7.7%
CARR vs WING
-35.5%
+43.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | -11.0% | -0.5% | -10.5% | -11.2% |
| 3M | -16.4% | -23.9% | +7.5% | -12.9% |
| 6M | -2.4% | -48.9% | +46.5% | +8.6% |
| YTD | +8.4% | -53.3% | +61.8% | +21.5% |
| 1Y | -8.0% | -60.3% | +52.3% | +5.8% |
| 3Y | +0.6% | -30.1% | +30.7% | -4.0% |
| 5Y | +7.7% | -36.2% | +43.9% | -3.0% |
| All | +7.7% | -35.5% | +43.3% | -3.0% |
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 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