+246.7%
CB vs WING
+686.1%
-439.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | +7.3% | +32.3% | -25.0% | +4.8% |
| 3M | +7.0% | +50.2% | -43.1% | +3.1% |
| 6M | +16.3% | +31.7% | -15.3% | +12.8% |
| YTD | +19.7% | -29.6% | +49.4% | +21.6% |
| 1Y | +27.8% | -29.7% | +57.5% | +29.6% |
| 3Y | +72.0% | -19.8% | +91.8% | +65.9% |
| 5Y | +104.9% | +3.1% | +101.8% | +86.6% |
| 10Y | +246.7% | +682.9% | -436.2% | +139.4% |
| All | +246.7% | +686.1% | -439.4% | +139.4% |
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