+251.0%
DIA vs WING
+359.3%
-108.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.9% |
| 7D | -1.2% | -2.3% | +1.0% | -0.9% |
| 30D | -2.7% | -5.6% | +2.9% | -2.2% |
| 3M | +3.3% | -22.9% | +26.2% | +6.2% |
| 6M | +10.4% | -50.4% | +60.9% | +20.0% |
| YTD | +10.0% | -53.3% | +63.3% | +19.7% |
| 1Y | +16.2% | -61.2% | +77.4% | +29.2% |
| 3Y | +58.7% | -30.1% | +88.8% | +53.8% |
| 5Y | +63.6% | -35.0% | +98.6% | +54.1% |
| 10Y | +251.0% | +375.5% | -124.5% | +137.5% |
| All | +251.0% | +359.3% | -108.3% | +137.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling