+854.6%
DE vs WING
+379.2%
+475.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | +9.7% | -0.5% | +10.2% | +9.5% |
| 3M | +21.4% | -23.9% | +45.2% | +25.1% |
| 6M | +15.0% | -48.9% | +63.9% | +24.8% |
| YTD | +46.4% | -53.3% | +99.8% | +59.3% |
| 1Y | +45.6% | -60.3% | +105.9% | +61.8% |
| 3Y | +76.8% | -30.1% | +106.9% | +68.0% |
| 5Y | +99.4% | -36.2% | +135.6% | +85.4% |
| All | +854.6% | +379.2% | +475.4% | +455.3% |
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