+89.6%
DE vs WING
-23.4%
+113.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | +0.3% | -2.5% | +2.8% | +0.4% |
| 30D | +3.6% | +29.5% | -26.0% | +2.8% |
| 3M | +10.2% | +40.2% | -29.9% | +9.0% |
| 6M | +16.6% | +32.7% | -16.1% | +15.2% |
| YTD | +45.8% | -32.8% | +78.6% | +48.1% |
| 1Y | +43.9% | -31.7% | +75.6% | +45.8% |
| 3Y | +89.6% | -24.7% | +114.3% | +85.5% |
| All | +89.6% | -23.4% | +113.0% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling