+214.6%
CHD vs WING
+635.9%
-421.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.1% |
| 3M | +11.9% | +39.9% | -28.0% | +9.1% |
| 6M | +19.6% | +32.4% | -12.8% | +16.7% |
| YTD | +36.0% | -32.9% | +69.0% | +38.1% |
| 1Y | +34.8% | -31.9% | +66.6% | +36.5% |
| 3Y | +28.8% | -24.9% | +53.7% | +26.9% |
| 5Y | +33.0% | -0.7% | +33.7% | +25.9% |
| 10Y | +194.2% | +645.9% | -451.7% | +133.5% |
| All | +214.6% | +635.9% | -421.3% | +146.9% |
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