+31.9%
DIS vs WING
+618.8%
-586.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +1.9% | -2.7% | +4.6% | +2.3% |
| 30D | +9.2% | +29.3% | -20.1% | +4.6% |
| 3M | +13.5% | +39.9% | -26.4% | +7.0% |
| 6M | +14.3% | +32.4% | -18.1% | +7.8% |
| YTD | +5.4% | -32.9% | +38.3% | +9.3% |
| 1Y | +12.2% | -31.9% | +44.0% | +15.7% |
| 3Y | +37.2% | -24.9% | +62.1% | +31.8% |
| 5Y | -23.1% | -0.7% | -22.4% | -33.5% |
| All | +31.9% | +618.8% | -586.9% | -14.0% |
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