+16.0%
D vs WING
-29.6%
+45.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | +9.0% | +32.3% | -23.3% | +9.0% |
| 3M | +1.0% | +50.2% | -49.2% | +0.9% |
| 6M | +11.0% | +31.7% | -20.7% | +11.2% |
| YTD | +19.8% | -29.6% | +49.4% | +18.8% |
| 1Y | +16.0% | -29.7% | +45.7% | +15.1% |
| All | +16.0% | -29.6% | +45.6% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling