+425.9%
CARR vs WING
+161.7%
+264.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.1% |
| 7D | +0.6% | -2.3% | +2.9% | +1.0% |
| 30D | -8.7% | -5.6% | -3.0% | -8.1% |
| 3M | -18.4% | -22.9% | +4.5% | -15.6% |
| 6M | -0.6% | -50.4% | +49.8% | +9.6% |
| YTD | +10.9% | -53.3% | +64.3% | +22.4% |
| 1Y | -7.3% | -61.2% | +53.9% | +5.0% |
| 3Y | +2.9% | -30.1% | +33.0% | +1.7% |
| 5Y | +9.6% | -35.0% | +44.7% | +1.7% |
| All | +425.9% | +161.7% | +264.2% | +706.5% |
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