+376.0%
CDW vs WING
+405.9%
-29.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +3.2% | -3.9% | +7.0% | +3.8% |
| 30D | +9.3% | -11.6% | +20.9% | +11.3% |
| 3M | +9.8% | -24.2% | +34.0% | +14.4% |
| 6M | +23.3% | -54.1% | +77.4% | +40.4% |
| YTD | +13.7% | -53.9% | +67.6% | +28.1% |
| 1Y | -6.5% | -64.4% | +57.9% | +10.1% |
| 3Y | -25.2% | -30.2% | +5.0% | -26.7% |
| 5Y | -19.5% | -34.1% | +14.6% | -23.8% |
| 10Y | +285.8% | +342.1% | -56.3% | +147.5% |
| All | +376.0% | +405.9% | -29.9% | +191.8% |
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 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