+186.1%
COR vs WING
-34.0%
+220.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | +2.8% | -3.9% | +6.6% | +2.9% |
| 30D | +4.5% | -11.6% | +16.1% | +4.9% |
| 3M | +22.7% | -24.2% | +46.9% | +23.5% |
| 6M | -9.7% | -54.1% | +44.3% | -7.7% |
| YTD | -1.4% | -53.9% | +52.5% | +0.5% |
| 1Y | +13.9% | -64.4% | +78.3% | +17.3% |
| 3Y | +94.0% | -30.2% | +124.2% | +88.3% |
| All | +186.1% | -34.0% | +220.1% | +166.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling