+95.0%
DGX vs WING
+0.4%
+94.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.6% | -2.5% | +4.1% | +1.6% |
| 30D | +11.2% | +29.5% | -18.3% | +9.9% |
| 3M | +10.4% | +40.2% | -29.8% | +8.5% |
| 6M | +37.1% | +32.7% | +4.4% | +34.8% |
| YTD | +52.1% | -32.8% | +84.9% | +53.9% |
| 1Y | +40.7% | -31.7% | +72.4% | +42.0% |
| 3Y | +107.6% | -24.7% | +132.3% | +98.6% |
| All | +95.0% | +0.4% | +94.6% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling