+191.6%
CHD vs WING
+618.8%
-427.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +3.4% | -2.7% | +6.1% | +3.5% |
| 30D | +10.1% | +29.3% | -19.2% | +8.2% |
| 3M | +11.9% | +39.9% | -28.0% | +9.2% |
| 6M | +19.6% | +32.4% | -12.8% | +16.8% |
| YTD | +36.0% | -32.9% | +69.0% | +38.0% |
| 1Y | +34.8% | -31.9% | +66.6% | +36.4% |
| 3Y | +28.8% | -24.9% | +53.7% | +26.9% |
| 5Y | +33.0% | -0.7% | +33.7% | +26.0% |
| All | +191.6% | +618.8% | -427.1% | +155.6% |
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