+140.4%
CI vs WING
+341.7%
-201.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.8% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -1.8% | -6.0% | +4.2% | -1.3% |
| 3M | -4.2% | -23.5% | +19.3% | -2.0% |
| 6M | +2.7% | -52.0% | +54.7% | +9.8% |
| YTD | +1.9% | -53.8% | +55.7% | +8.7% |
| 1Y | -6.3% | -63.8% | +57.5% | +2.4% |
| 3Y | +3.9% | -30.8% | +34.6% | +0.8% |
| 5Y | +41.9% | -34.3% | +76.2% | +34.4% |
| 10Y | +140.4% | +352.4% | -212.0% | +58.2% |
| All | +140.4% | +341.7% | -201.3% | +58.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling