+346.9%
DGX vs WING
+637.4%
-290.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.6% | -2.5% | +4.1% | +1.8% |
| 30D | +11.2% | +29.5% | -18.3% | +8.2% |
| 3M | +10.4% | +40.2% | -29.8% | +6.2% |
| 6M | +37.1% | +32.7% | +4.4% | +31.9% |
| YTD | +52.1% | -32.8% | +84.9% | +55.5% |
| 1Y | +40.7% | -31.7% | +72.4% | +43.4% |
| 3Y | +107.6% | -24.7% | +132.3% | +98.8% |
| 5Y | +90.6% | -0.5% | +91.1% | +68.8% |
| 10Y | +287.9% | +647.5% | -359.6% | +137.9% |
| All | +346.9% | +637.4% | -290.5% | +168.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling