+36.6%
DIS vs WING
+742.9%
-706.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.4% | -6.4% | +0.7% |
| 7D | +5.3% | +8.6% | -3.2% | +4.0% |
| 30D | +10.2% | +44.8% | -34.5% | +3.8% |
| 3M | +13.5% | +51.9% | -38.4% | +5.7% |
| 6M | +11.1% | +37.2% | -26.1% | +4.3% |
| YTD | +5.5% | -25.3% | +30.8% | +7.7% |
| 1Y | +9.1% | -25.1% | +34.2% | +11.0% |
| 3Y | +36.0% | -12.9% | +48.9% | +27.5% |
| 5Y | -29.8% | +12.0% | -41.8% | -40.4% |
| 10Y | +36.6% | +716.5% | -679.9% | -11.9% |
| All | +36.6% | +742.9% | -706.3% | -11.9% |
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