+46.0%
DGX vs WING
-23.2%
+69.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.3% | +3.5% |
| 7D | +4.1% | +21.0% | -16.9% | +4.3% |
| 30D | +10.5% | +56.9% | -46.4% | +11.2% |
| 3M | +9.8% | +38.4% | -28.6% | +10.3% |
| 6M | +34.6% | +12.0% | +22.6% | +35.1% |
| YTD | +49.8% | -29.2% | +79.1% | +46.0% |
| 1Y | +46.0% | -28.8% | +74.8% | +41.9% |
| All | +46.0% | -23.2% | +69.2% | +41.9% |
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 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