+37.2%
DIS vs WING
-23.4%
+60.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | +1.9% | -2.5% | +4.4% | +2.1% |
| 30D | +9.2% | +29.5% | -20.4% | +6.5% |
| 3M | +13.5% | +40.2% | -26.6% | +9.7% |
| 6M | +14.3% | +32.7% | -18.4% | +10.5% |
| YTD | +5.4% | -32.8% | +38.2% | +7.6% |
| 1Y | +12.2% | -31.7% | +43.9% | +14.1% |
| 3Y | +37.2% | -24.7% | +61.9% | +17.3% |
| All | +37.2% | -23.4% | +60.6% | +17.3% |
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