-41.1%
DIS vs WING
-34.0%
-7.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.6% |
| 7D | -2.6% | -3.9% | +1.3% | -2.0% |
| 30D | +3.5% | -11.6% | +15.1% | +5.2% |
| 3M | +6.8% | -24.2% | +31.0% | +10.7% |
| 6M | +3.0% | -54.1% | +57.1% | +14.9% |
| YTD | -6.7% | -53.9% | +47.2% | +3.1% |
| 1Y | -10.1% | -64.4% | +54.3% | +3.4% |
| 3Y | +33.0% | -30.2% | +63.2% | +22.3% |
| All | -41.1% | -34.0% | -7.1% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling