+43.3%
DIS vs WING
-19.7%
+63.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +5.2% | +9.0% | -3.8% | +4.4% |
| 30D | +11.5% | +39.9% | -28.5% | +8.0% |
| 3M | +11.5% | +40.4% | -28.9% | +7.8% |
| 6M | +8.9% | +12.9% | -4.0% | +6.9% |
| YTD | +3.4% | -31.1% | +34.5% | +5.4% |
| 1Y | +7.2% | -32.7% | +39.9% | +9.3% |
| 3Y | +43.3% | -19.8% | +63.1% | +40.9% |
| All | +43.3% | -19.7% | +63.0% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling