+4.6%
CHD vs WING
-31.3%
+35.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -6.2% | -6.0% | -0.2% | -5.9% |
| 3M | +1.6% | -23.5% | +25.0% | +2.7% |
| 6M | -3.5% | -52.0% | +48.5% | -0.7% |
| YTD | +16.2% | -53.8% | +70.0% | +19.5% |
| 1Y | +3.4% | -63.8% | +67.2% | +7.3% |
| 3Y | +4.6% | -30.8% | +35.4% | -6.2% |
| All | +4.6% | -31.3% | +35.9% | -6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling