+76.3%
DE vs WING
-29.7%
+106.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -3.0% | -2.3% | -0.8% | -2.9% |
| 30D | +11.1% | -5.6% | +16.8% | +11.3% |
| 3M | +17.6% | -22.9% | +40.5% | +18.8% |
| 6M | +13.6% | -50.4% | +64.0% | +17.6% |
| YTD | +46.3% | -53.3% | +99.6% | +50.9% |
| 1Y | +44.2% | -61.2% | +105.4% | +50.7% |
| All | +76.3% | -29.7% | +106.0% | +49.5% |
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