+2.8%
DIS vs WING
-33.3%
+36.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.8% |
| 7D | +0.9% | -3.9% | +4.8% | +1.2% |
| 30D | +8.9% | +26.6% | -17.8% | +6.6% |
| 3M | +14.5% | +42.5% | -28.0% | +10.9% |
| 6M | +12.2% | +29.4% | -17.2% | +9.2% |
| YTD | +4.7% | -32.8% | +37.5% | +6.4% |
| 1Y | +2.8% | -33.5% | +36.3% | +4.1% |
| All | +2.8% | -33.3% | +36.1% | +4.1% |
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