+181.2%
DLR vs WING
+618.8%
-437.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +3.3% | -2.7% | +6.0% | +3.6% |
| 30D | +4.6% | +29.3% | -24.7% | +1.6% |
| 3M | -8.3% | +39.9% | -48.2% | -12.0% |
| 6M | -5.6% | +32.4% | -38.1% | -9.6% |
| YTD | +18.7% | -32.9% | +51.7% | +21.5% |
| 1Y | +17.1% | -31.9% | +49.0% | +19.3% |
| 3Y | +54.4% | -24.9% | +79.2% | +50.1% |
| 5Y | +36.5% | -0.7% | +37.2% | +22.9% |
| All | +181.2% | +618.8% | -437.6% | +125.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling