+218.9%
CTVA vs WING
+52.3%
+166.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -4.7% | +0.2% | -4.9% | -4.7% |
| 30D | +11.1% | -0.5% | +11.6% | +11.0% |
| 3M | +13.7% | -23.9% | +37.6% | +16.9% |
| 6M | +11.2% | -48.9% | +60.1% | +19.1% |
| YTD | +26.9% | -53.3% | +80.2% | +36.6% |
| 1Y | +18.8% | -60.3% | +79.1% | +29.9% |
| 3Y | +75.9% | -30.1% | +106.0% | +68.2% |
| 5Y | +105.2% | -36.2% | +141.4% | +95.0% |
| All | +218.9% | +52.3% | +166.6% | +92.9% |
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 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