+59.5%
D vs WING
+405.9%
-346.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.5% | -0.4% |
| 7D | +1.5% | -3.9% | +5.3% | +1.6% |
| 30D | -2.6% | -11.6% | +9.0% | -2.2% |
| 3M | 0.0% | -24.2% | +24.2% | +1.0% |
| 6M | +7.4% | -54.1% | +61.4% | +10.6% |
| YTD | +15.9% | -53.9% | +69.8% | +19.1% |
| 1Y | +18.1% | -64.4% | +82.5% | +22.7% |
| 3Y | +58.4% | -30.2% | +88.6% | +54.8% |
| 5Y | +5.2% | -34.1% | +39.3% | +1.6% |
| 10Y | +35.9% | +342.1% | -306.3% | +13.5% |
| All | +59.5% | +405.9% | -346.4% | +31.9% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling