+7.7%
DIS vs WING
-28.4%
+36.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.5% |
| 7D | +4.4% | +5.0% | -0.6% | +3.9% |
| 30D | +10.3% | +38.7% | -28.4% | +7.2% |
| 3M | +15.5% | +44.7% | -29.2% | +11.6% |
| 6M | +11.2% | +31.5% | -20.3% | +8.0% |
| YTD | +5.6% | -28.4% | +34.0% | +6.8% |
| 1Y | +7.7% | -28.2% | +35.9% | +8.0% |
| All | +7.7% | -28.4% | +36.2% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling