+32.9%
DIS vs WING
+686.1%
-653.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +0.6% |
| 7D | +0.6% | -0.5% | +1.1% | +0.6% |
| 30D | +10.3% | +32.3% | -22.0% | +5.3% |
| 3M | +15.6% | +50.2% | -34.6% | +7.8% |
| 6M | +15.1% | +31.7% | -16.5% | +8.7% |
| YTD | +6.0% | -29.6% | +35.6% | +9.1% |
| 1Y | +5.7% | -29.7% | +35.4% | +8.6% |
| 3Y | +39.8% | -19.8% | +59.6% | +32.9% |
| 5Y | -23.9% | +3.1% | -26.9% | -34.5% |
| 10Y | +32.9% | +682.9% | -649.9% | -13.9% |
| All | +32.9% | +686.1% | -653.2% | -13.9% |
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 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