+85.0%
COR vs WING
-23.4%
+108.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +7.8% | -2.5% | +10.3% | +7.9% |
| 30D | +7.0% | +29.5% | -22.5% | +6.7% |
| 3M | +16.3% | +40.2% | -23.9% | +15.8% |
| 6M | +41.3% | +32.7% | +8.6% | +40.6% |
| YTD | +7.1% | -32.8% | +39.9% | +7.0% |
| 1Y | -0.8% | -31.7% | +30.9% | -1.0% |
| 3Y | +85.0% | -24.7% | +109.7% | +89.2% |
| All | +85.0% | -23.4% | +108.4% | +89.2% |
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