+683.8%
CTAS vs WING
+359.3%
+324.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.4% |
| 7D | +1.0% | -2.3% | +3.3% | +1.4% |
| 30D | -1.1% | -5.6% | +4.6% | -0.4% |
| 3M | +11.5% | -22.9% | +34.4% | +15.9% |
| 6M | +0.2% | -50.4% | +50.6% | +12.2% |
| YTD | +7.2% | -53.3% | +60.5% | +20.1% |
| 1Y | 0.0% | -61.2% | +61.2% | +15.4% |
| 3Y | +65.9% | -30.1% | +96.0% | +57.8% |
| 5Y | +109.6% | -35.0% | +144.6% | +92.4% |
| 10Y | +683.8% | +375.5% | +308.2% | +353.4% |
| All | +683.8% | +359.3% | +324.4% | +353.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling